Role Overview
The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who are entrusting their financial futures to them.
This role requires formal in-house training, completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and continuous professional development.
As an accredited financial advisor 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, enabling positive financial futures and protection of assets and estate.
- Deliver proactive, on-demand financial service and advice to customers within your allocated customer markets.
- Understand the customer’s personal and financial circumstances, as well as their goals or dreams for the future, to provide relevant and appropriate financial advice. Strong interpersonal and communication skills are fundamentally important to build solid relationships.
Desired Experience & Qualification
- 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)
- Excellent communication skills (written and verbal)
What we can do for you!
We 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. We lead with our values, which are at the heart of the great things we do. We champion our customers and employees, and we are passionate about diversity and inclusion for mutually positive futures throughout our business clusters.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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