Old Mutual Vacancies Vredendal – In-House 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:

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

Job Details:

Company: Old Mutual

Vacancy Type:  Full Time

Job Location: Vredendal, Western Cape, SA

Application Deadline: N/A

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