Thursday , April 18 2024

Old Mutual Vacancies Jeffreys Bay – 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:

  • 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.
  • 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 a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.
  • 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.
  • Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

Job Requirements:

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

Job Details:

Company: Old Mutual

Vacancy Type:  Full Time

Job Location: Jeffreys Bay, Eastern Cape, SA

Application Deadline: N/A

Apply Here

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