Advancing Financial Adviser (Mthatha)

Umtata, Eastern Cape
Permanent
Full-time

2 months ago

Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Key Role DeliverablesPersonalised 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 PlanningCreate 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 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.

SkillsConsultative 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 RelationshipsCompetenciesBalances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducation NQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date 30 July 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!

Old Mutual

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