Inhouse Salaried Financial Advisor - Brits
ApplyLocation: Brits
Time Type: Full time
Posted On: Posted 3 Days Ago
Job Requisition ID: JR-57687
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.
What is a financial adviser?The role of a financial adviser is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial adviser 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 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.
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.Accountable for maintaining superior service delivery to your customers, through effective personal time and task management.Continuous personal development through the attendance and completion of accredited courses and programmes.Build solid relationships through interpersonal and communication skills.What do we need from you? A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Driver's licence and your own carA clear criminal and credit checkA minimum of 3 years working experience (preferably in sales)Proven computer literacy (MS Office suite)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 is at the heart of the great things we do. We champion our customers and employees. We 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. Skills Education: High School (Grade 12) (Required)
Closing Date: 28 August 2024
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
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