MFC Salaried Financial Advisor Inhouse (Phalaborwa)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 advisor?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.
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.
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 communication skills in order to build solid relationships are fundamentally important.
What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5A 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)Closing Date: 08 November 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 Old Mutual's Covid-19 vaccination policy for further detail.
#J-18808-Ljbffr