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 and their families' financial futures to them.
This role requires formal in-house training, the completion of 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 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.
- Understand the customer’s personal and financial circumstances to provide relevant and appropriate financial advice.
- Utilize interpersonal and communication skills to build solid relationships with customers.
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!
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. We lead with our values, which are at the heart of the great things we do. We champion our customers and employees and are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance. The Group provides many opportunities for growth and development.
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.
Old Mutual Limited has adopted a mandatory vaccination policy requiring its workforce to be fully vaccinated. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
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