Branch Financial Adviser (Newcastle) jobs in United States
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Old Mutual South Africa · 1 day ago

Branch Financial Adviser (Newcastle)

Old Mutual South Africa is committed to harnessing the African opportunity through diverse talent. They are seeking a Branch Financial Adviser who will complete the Adviser Academy Learning Programme to become an accredited Financial Adviser and provide financial advice to clients.

Financial ServicesInsuranceLife Insurance

Responsibilities

Operate as a Personal Financial Adviser
Complete the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser
Building trust and strengthening customer relationships
Consultative selling and identifying sales opportunities

Qualification

Consultative SellingCustomer ServiceSales SoftwareBuilding TrustStrategic SellingCustomer Feedback ManagementCustomer UnderstandingDirect SellingIdentifying Sales OpportunitiesProbing QuestionsQualifying ProspectsSales Data ManagementStrengthening Customer RelationshipsOral Communications

Required

Senior Certificate (Matric / Grade 12/ NQF 4)
A valid Driver's License with your own vehicle or access to a vehicle
Branch working hours Monday - Saturdays
Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
Required to cover a desk fee charge from month 4
Clear credit and Criminal records
Fit and proper
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Benefits

Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser.
Market competitive remuneration in the form of Commission & Advice Fees
Medical Aid
Group Life
Funeral and Disability cover
Development coach/mentor and continuous learning programmes

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