Advancing Financial Adviser jobs in United States
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Old Mutual South Africa ยท 6 hours ago

Advancing Financial Adviser

Old Mutual South Africa is committed to leveraging the African opportunity and values diverse talent. They are seeking an Advancing Financial Adviser to provide financial services and support to clients, requiring a minimum of Matric and relevant experience in the financial sector.

Financial ServicesInsuranceLife Insurance

Qualification

Financial Services ExperienceLong-term InsuranceConsultative SellingSales SoftwareCustomer ServiceInterpersonal SavvyOral Communications

Required

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
A valid driver's licence and own car
A clear criminal and credit check
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
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Matriculation Certificate (Matric)

Preferred

Completion of additional FAIS requirements such as Investments Class of Business
the Regulatory Examination 5 (RE5)
an FSCA-approved qualification

Company

Old Mutual South Africa

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Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.

Funding

Current Stage
Late Stage
Company data provided by crunchbase