In-House Financial Advisor
2 weeks ago
In-house Financial Advisor (Worcester) page is loaded In-house Financial Advisor (Worcester) Apply locations Worcester time type Full time posted on Posted Yesterday job requisition id JR-54612 Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job DescriptionThis role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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 deliver 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.
Requirements:
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)
Skills Education Closing Date
06 June 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 Similar Jobs (2) Aspiring Financial Advisor locations Worcester time type Full time posted on Posted 3 Days Ago Aspiring Financial Advisor locations Worcester posted on Posted 30+ Days AgoOld 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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