Advancing Financial Adviser (Umhlanga/ Phoenix/ KwaMashu)
Advancing Financial Adviser (Umhlanga/ Phoenix/ KwaMashu)
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Salary Not Disclosed
1 Vacancy
Job Description
Lets Write Africas Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
Holistic Financial Planning
Create comprehensive financial plans tailored to customers needs including:
- Personal protection planning including life cover funeral cover severe illness cover etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans short-term insurance wills medical schemes etc.
Continuous Learning and Market Insights
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning both initially and ongoing to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic political and regulatory environment.
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 drivers 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 RelationshipsCompetencies
Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducation
NQF Level 5 - Higher Advance or Occupational Certificate or equivalentClosing Date
30 August 2025 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Required Experience:
Unclear Seniority
Employment Type
Full Time
