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Old Mutual

Life insurance, asset management, and banking

Advancing Financial Adviser

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeCape Town, South AfricaNo salary listedIn-person

About the Job

Requirements

  • A minimum of Matric or equivalent is required.
  • At least 12 months of financial services experience as a Financial Adviser is required.
  • Completion of the Long-term Insurance Class of Business is required.
  • A valid driver’s licence and own car are required.
  • A clear criminal and credit check are required.
  • The appointment will be made from the designated group in line with Old Mutual South Africa’s Employment Equity Plan and the specific business unit.

Desired Qualifications

  • Completion of additional FAIS requirements, such as Investments Class of Business, the Regulatory Examination 5 (RE5), or an FSCA-approved qualification, is advantageous.
  • Consultative selling, customer feedback management, customer focus, customer service, customer understanding, evaluating information, identifying customer needs, identifying sales opportunities, oral communication, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships.
  • Balances stakeholders, builds networks, communicates effectively, customer focus, ensures accountability, instills trust, interpersonal savvy, and manages complexity.

About the Company

Old Mutual

Life insurance, asset management, and banking

Generating summary for Old Mutual.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1845

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