Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)
Old Mutual South Africa · Newcastle, CA · 3 wk ago
FinanceFull-time
Qualifications and Experience
We require:
- A minimum of Matric or equivalent
- At least 12 months’ financial services experience as a Financial Adviser
- Completion of Long-term Insurance Class of Business
- Additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), or 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
Closing date: 30 October 2026, 23:59