Experienced Financial Advisor

2 weeks ago

Cape Town, Western Cape, South Africa Old Mutual Life Assurance Company (Sa) Ltd (Pfa) Full time

Experienced Financial Advisor (Direct Financial Advisor) page is loaded Experienced Financial Advisor (Direct Financial Advisor) Apply locations Pinelands time type Full time posted on Posted 2 Days Ago job requisition id JR-54096 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

This is a telephonic advice business unit within Old Mutual.

As a Direct Sales Financial Advisor within Direct Financial Advice, you have the opportunity to work within a financial sales outbound contact center where you will receive qualified leads, you will be enabled by receiving comprehensive training, the necessary system and management support to assist you in building a successful career as a Financial Adviser.

At a glance is about championing our valued customers to achieve their life time goals.
This role has been identified as a role governed by the execution of sales under the FAIS act and, as a result, the successful candidates must therefore comply with all FAIS requirements of a matric or equivalent, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Key areas of responsibility Sells OM products or services over the telephone. Achievement of sales targets and objectives within tight business disciplines and processes Identifying new creative means of achieving sales/campaign goals (within compliance regulations) Ensures compliance to process & procedures to minimize business risk Keep abreast of new technology and processes being implemented within the area Working towards achievement of sales targets within a diverse team Quality management of ALL outputs, with the end customer in mind Optimal operational efficiencies must be maintained Adapt and change to fit in with changing business operational requirements
Financial Advice Effectively handles all client queries professional without providing advice Will be dealing with customer banking details The use of appropriate applications and technology in a professional, client-centric manner
Continuous Learning Managing information regarding new products, rate changes, rulings, training updates etc. Keep abreast of developments and trends in the Individual Life Industry – self learning Ensure commitment to the FAIS F&P qualification requirements

Minimum Requirements Matric 2 years experience in an Advice giving role Completed RE5 and class of business relevant to the products you have been registered in.

Must have experience reaching sales targets.
Must have a proven sales track record.
Strong level of computer literacy (including Ms Office) to interface with multi-system technology.
No Criminal Record
No ITC Passed the FAIS questions
Skills Education
High School (Grade 12) (Required)Closing Date

31 May 2024The 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 WHY PFA IS THE BEST FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.

PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.

Our advisers define their own destinies, forging an entirely unique, exciting career path along the way.

Whether you're a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we'll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.

As part of our PFA family, you'll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.

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