653 Advancing Financial Adviser jobs in South Africa

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Carry out standard customer service activities and handle simple customer inquiries.

Assess compliance with established standards and protocols for routine inquiries.

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Carry out routine business development support tasks and assist others by following established procedures.

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Competencies

Education

Closing Date

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.

The Old Mutual Story!

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 Deliverables

Personalised 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 Planning

Create 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.

Skills

Competencies

Education

Closing Date

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.

The Old Mutual Story!

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 Deliverables

Personalised 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 Planning

Create 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.

Skills

Competencies

Education

Closing Date

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.

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Carry out standard customer service activities and handle simple customer inquiries.

Assess compliance with established standards and protocols for routine inquiries.

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Carry out routine business development support tasks and assist others by following established procedures.

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Competencies

Education

Closing Date

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.

The Old Mutual Story!

• 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.
  
  

• 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.
  
  

• 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.
  
  

• 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
• Excellent listening skills with the ability to translate customer engagements into sales.
  
  

Advancing Financial Adviser page is loadedAdvancing Financial Adviser Apply locations Thohoyandou Louis Trichardt posted on Posted Today job requisition id JR-68445

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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Skills

Competencies

Education

Closing Date

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.

The Old Mutual Story!

FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE

Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.

PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.

Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we’ll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.

As part of our PFA family, you’ll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.

Join to apply for the Advancing Financial Adviser role at Old Mutual South Africa

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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 Deliverables

• 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.
  
  

• 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.
  
  

• 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.
  
  

• 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.
  
  

• 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
• Excellent listening skills with the ability to translate customer engagements into sales.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Carry out standard customer service activities and handle simple customer inquiries.

Assess compliance with established standards and protocols for routine inquiries.

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Carry out routine business development support tasks and assist others by following established procedures.

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Competencies

Education

Closing Date

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.

The Old Mutual Story!