Financial Advisor
Job descriptions & requirements
Description
naA Financial Advisor at Old Mutual is responsible for growing the company's client base, selling financial products, and providing sound financial advice to help clients achieve their long-term financial goals.
Responsibilities
Prospect and recruit new clients through networking, referrals, and community engagement- Conduct detailed financial needs analyses for clients- Recommend and sell Old Mutual products including: - Life insurance policies - Savings and investment plans - Education plans- Present and explain product benefits, premiums, and terms clearly- Build and maintain long-term client relationships- Meet and exceed monthly production targets- Submit accurate client applications and documentation- Attend regular training and development sessions- Comply with Old Mutual's code of conduct and NIC regulations
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
27 May 2026 , 23:59
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