Thursday , April 18 2024

Old Mutual Data Capturer Vacancies – salaried financial advisor

Website Old Mutual

Job Description:

This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

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:

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

Job Details:

Company: Old Mutual

Vacancy Type:  Full Time

Job Location: Piet Retief, Mpumalanga, SA

Application Deadline: N/A

Apply Here

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