Advancing Financial Adviser (Pietermaritzburg)

Advancing Financial Adviser (Pietermaritzburg) page is loadedAdvancing Financial Adviser (Pietermaritzburg)Apply locations Pietermaritzburg posted on Posted Yesterday job requisition id JR-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 AdviceGenerate leads through prospecting, networking and relationship-building.Meet with new customers to establish their financial goalsProvide holistic financial advice in the best interests of the customer by following the 6-step financial planning processBuild 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 goalsInvesting for retirementPlanning at retirementAssist 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 InsightsComply 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 solutionComplete 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 segmentMaintain awareness of changes in the economic, political, and regulatory environment.Qualifications and ExperienceA minimum of Matric or equivalentA minimum 12 months' financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completionpletion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.Other requirementsA valid driver's licence and own carA clear criminal and credit checkProven computer literacyExcellent communication skills (written and verbal)Sound planning and organising abilitiesAbility to collate, analyse and synthesise informationEntrepreneurial mindsetSound business acumenGrit, resilience and tenacityExcellent 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 ComplexityEducationNQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date30 July , 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!Similar Jobs Advancing Financial Adviser (Pietermaritzburg / Howick)locations Pietermaritzburg posted on Posted 2 Days AgoAdvancing Financial Adviser (Pietermaritzburg / Greytown)locations Pietermaritzburg posted on Posted 2 Days AgoAdvancing Financial Adviser (Pietermaritzburg)locations Pietermaritzburg posted on Posted 2 Days AgoFIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICEPersonal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 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.

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