
Website Old Mutual
Job Description:
A accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market.
Job Responsibilities:
You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer’s financial goals, the customer value proposition and compliance frameworks. The role calls for formal in-house training, the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority and requires continuous professional development.
Job Requirements:
- Pursuing Goals
- Meeting Timescales
- Ability to convince and influence
- Developing Strategies and Producing Output
- Interpreting Information
- Articulating Information
- Embracing Change
- Interacting with People
Qualification & Experience:
- A minimum of 3 years working experience (preferably in sales)
- A clear criminal and credit check
- Excellent communication skills (written and verbal)
- Proven computer literacy (MS Office suite)
- Grade 12 (Matric) certificate
- A valid Driver’s licence and your own car
- RE5 an advantage
- FAIS compliance
Job Details:
Company: Old Mutual
Vacancy Type: Full Time
Job Functions: N/A
Job Location: Pinelands, Western Cape, SA
Application Deadline: N/A
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