Salaried Financial Advisor
Your time is now to be your exceptional best at Old Mutual!
Job Description
This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.
What is a financial adviser?
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.
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 adviser 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.
What is required of you?
- 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.
- Maintain superior service delivery to your customers, through effective personal time and task management.
- Engage in continuous personal development through the attendance and completion of accredited courses and programmes.
- Build solid relationships through interpersonal and communication skills to understand the customer’s personal and financial circumstances.
What do we need from you?
- 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)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop, and build on your future aspirations through quality training and support to reach your potential.
Skills
- Ability to Work Under Pressure
- Adhere to company values and policies
- Client Service Orientated
- Confident Decision Making
- Good business acumen
- Influencing Others
- Interpersonal Communication
- Proactive Approach
- Resilience Training
- Time Management
- Trustworthy
Education
High School (Grade 12) (Required)
Closing Date
10 October 2024
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail.
About Us
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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