Virtual Advisor (Cape Town)
Apply locations Pinelands time type Full time posted on Posted 2 Days Ago job requisition id JR-61809
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
What is a financial adviser?
Do you have what it takes to work for a leading financial services company?
Then you may be what we are looking for.
Whether you're a graduate or an experienced professional trying to elevate your career, Old Mutual has something to offer you.
What is required of you?
An accredited financial adviser provides pro-active, on-demand financial service and advice to customers within an allocated customer market.
You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships and recommending sound advice that delivers financial solutions in line with the customer's financial goals, the customer value proposition, and compliance frameworks.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority and requires continuous professional development.
What do we need from you?
Grade 12 (Matric) certificate
FAIS compliance
RE5 an advantage
A valid Driver's licence and your own car
A clear criminal and credit check
A minimum of 3 years working experience (preferably in sales)
Proven computer literacy (MS Office suite)
Excellent communication skills (written and verbal)
Personal Qualities
Interacting with People
Embracing Change
Articulating Information
Meeting Timescales
Interpreting Information
Developing Strategies and Producing Output
Pursuing Goals
Ability to convince and influence
Seizing Opportunities
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.
So what now?
If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential.
Apply Now!
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
09 April 2025, 23:59
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.
The Old Mutual Story!
About Us
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.
The lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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