Role OverviewThe 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.This position calls for formal in-house training, the completion of 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.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.Understand the customer's personal and financial circumstances – and their goals or dreams for the future, to provide relevant and appropriate financial advice. Interpersonal and communication skills to build solid relationships are fundamentally important.Desired Experience & QualificationGrade 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)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 are 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.
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