Thursday , April 18 2024

Old Mutual Jobs Near Secunda – 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 pro-active, on demand financial service and advice to customers within your allocated customer markets.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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:

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

Job Details:

Company: Old Mutual

Vacancy Type:  Full Time

Job Location: Secunda, Mpumalanga, SA

Application Deadline: N/A

Apply Here

Vacancieshut.com


 Report Job