Financial Adviser

2 weeks ago

Cape Town, South Africa Life² Full time

We are looking for a self-motivated individual with a passion for championing our valued customers by enhancing their financial wellness and achieving their life goals.

This role provides advice on a wide range of products and solutions and is accountable for achieving results through their own efforts.

A Life Sq. Senior Financial Adviser must be able to provide appropriate financial advice, in line with the customer’s financial goals and planned lifestyle needs. Enabling a positive financial future, protecting their customer's assets and estate. Proactively provide appropriate advice to customers. Preferably have an existing customer relationship base.

A Life Sq Financial Adviser must be able to provide appropriate financial advice, in line with the customer’s financial goals and planned lifestyle needs. Enabling a positive financial future, protecting their customer's assets and estate. Proactively provide appropriate advice to customers.

The Role

Conduct needs analysis to understand and enhance customers financial wellness.

Creates financial plans for customers that address their financial wellness needs.

Identify opportunities for sales of products and services with existing customers.

Works mainly on own leads
- generating leads through networking and relationship building, resulting in ongoing customer interaction and relationship management.

Understands and adapts an approach to meet the needs of the customer.

Personality Attributes and Competencies
- Grade 12 with post-matric qualification equivalent of NQF5
- RE and relevant CPD/COB.
- 3- 5 years financial industry experience (Field Adviser)
- Confident and enthusiastic self-starter who can take initiative
- Customer obsessed
- Hands-on, energetic, and action orientation
- Skilled communicator and relationship builder
- Entrepreneurial in culture and results orientation (sales/target focused)
- Ability to work well under pressure in a dynamic environment

Remuneration Package and Benefits

We will offer you a training allowance and a highly competitive commission-based package You will participate in incentive structures against business objectives achieved. Superior operational support and resources to ensure ease of business, backed by the Old Mutual brand. Certified training to allow you the opportunity to excel into the next level of success. An empowering sense of independence and being part of a culture of excellence.

Why join us in building your career?

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (preferred)

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