single candidate

MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual

Expires: 30 Nov 2024

Full Time

South Africa

Finance

job Description

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

Duties and Responsibilities

The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.

As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.

Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

Qualifications and Experience

-A Grade 12 (Matric) certificate
-FAIS compliance
-RE5 an advantage
-A valid Driver’s licence and your own car
-A clear criminal and credit check
-A minimum of 3 years working experience (preferably in sales)
-Proven computer literacy (MS Office suite)
-Excellent communication skills (written and verbal)

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Job overview

  • Location

    South Africa

  • Job Type

    Full Time

  • Expiry Date

    30 Nov 2024

  • Date Posted

    04 Nov 2024