Tuesday , February 7 2023

Jobs at Old Mutual – Salaried Financial Advisor

Website Old Mutual

Job Description:

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

Job Responsibilities:

  • Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
  • As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.
  • 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.
  • 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.

Job Requirements:

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

Job Details:

Company: Old Mutual

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Qonce, Eastern Cape, SA

Application Deadline: N/A

Apply Here

jobafrican.xyz

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