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About the Role
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Responsibilities
- Excellent listening skills with the ability to translate customer engagements into sales.
Requirements
- 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.
- 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
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
Experience Level
- A minimum 12 months’ financial services experience as a Financial Adviser
Education Level
- Matric or equivalent
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
- Long-term Insurance Class of Business completion
- Investments Class of Business
- Regulatory Examination 5 (RE5)
- FSCA-approved qualification
About the Company
- Let's Write Africa's Story Together!
- The Old Mutual Story!
Equal Opportunity
- 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.