Monday , January 30 2023

Old Mutual Careers Kimberley – Salaried Financial Advisor

Website Old Mutual

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.

Job Responsibilities:

  • 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.
  • 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.

Job Requirements:

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

Job Details:

Company: Old Mutual

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Kimberley, Northern Cape, SA

Application Deadline: N/A

Apply Here

jobafrican.xyz

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