Advancing Financial Adviser

3 weeks ago

Middelburg, South Africa Old Mutual Full time

Overview Lets Write Africas Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. 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 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 Relationships Competencies Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity Education NQF Level 4 - Grade 12 School leaving Certificate National or Occupational Certificate or equivalent Closing Date 02 September :59 Employment Equity The 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. Experience Unclear Seniority Key Skills Financial Services Financial Models Account Management General Ledger Accounts ERP Payroll External Auditors Customer Relationships Credit Card Financial Statements Business Units Annual Budget Income New Clients Financial Management Employment Type : Full Time Experience : years Vacancy : 1 #J-18808-Ljbffr

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