Advancing Financial Advider (Kokstad/ Port Shepstone) at Old Mutual

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

• 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

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

• 29 September 2025