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Old Mutual Limited

Advancing Financial Adviser (Pietermaritzburg/ Greytown/ Howick)

Asset Management, Financial Services, Investments, Savings
Market RelatedFull TimeOn SitePietermaritzburg, KwaZulu-Natal, South Africa
Description
Let's Write Africa's Story Together! Qualifications and Experience • A minimum of Matric or equivalent • A minimum 12 months’ financial services experience as a Financial Adviser • A minimum of Long-term Insurance Class of Business completion. • Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous. Other requirements • A valid driver’s licence and own car • A clear criminal and credit check • Proven computer literacy • Excellent communication skills (written and verbal) • Sound planning and organising abilities • Ability to collate, analyse and synthesise information • Entrepreneurial mindset • Sound business acumen • Grit, resilience and tenacity • Excellent listening skills with the ability to translate customer engagements into sales. Skills • Consultative Selling • Customer Feedback Management • Customer-Focused • Customer Service • Customer Understanding • Evaluating Information • Identifying Customer Needs • Identifying Sales Opportunities • Oral Communications • Probing Questions • Qualifying Prospects • Sales Data Management • Sales Software • Strategic Selling • Strengthening Customer Relationships Competencies • Balances Stakeholders • Builds Networks • Communicates Effectively • Customer Focus • Ensures Accountability • Instills Trust • Interpersonal Savvy • Manages Complexity Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Desired Expertise & Qualifications
FAIS requirements completionFSCA-approved qualificationLong-term Insurance qualificationRegulatory Examination 5
Benefits
Benefits not provided
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