Old Mutual Jobs – Personal Financial Advisor

Job Description:

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.

Job Responsibilities:

• 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:

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

Job Details:

Company: Old Mutual

Vacancy Type: Full Time

Job Functions: Financial Services

Job Location: Vanderbijlpark, Gauteng, South Africa

Application Deadline: N/A

Apply Here

jobafrican.xyz