Lets Write Africas 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 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 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 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 Experience
A minimum of Matric or equivalentA minimum 12 months financial services experience as a Financial AdviserA 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 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.Skills
Consultative SellingCustomer Feedback ManagementCustomer-FocusedCustomer ServiceCustomer UnderstandingEvaluating InformationIdentifying Customer NeedsIdentifying Sales OpportunitiesOral CommunicationsProbing QuestionsQualifying ProspectsSales Data ManagementSales SoftwareStrategic SellingStrengthening Customer RelationshipsCompetencies
Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducation
NQF Level 5 - Higher Advance or Occupational Certificate or equivalent
Closing Date
30 August : 59
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!
Required 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
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