Salaried Financial Advisor

3 weeks ago

Port Shepstone, South Africa Old Mutual South Africa Full time

Job Title Salaried Financial Advisor Company Old Mutual South Africa 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 demands utmost professionalism, integrity and a customer‑centric approach. As an accredited financial advisor with Old Mutual, you will represent our long‑standing values: Integrity, Professionalism, Customer‑first and Advice‑led. Responsibilities • Provide appropriate financial advice in line with the customer’s resources and financial goals to enable positive financial futures and protect assets and estate. • Deliver proactive, on‑demand financial service and advice to customers within your allocated markets. • Understand the customer’s personal and financial circumstances to build solid relationships through excellent interpersonal and communication skills. Qualifications A Grade 12 (Matric) certificate FAIS compliance RE5 an advantage A valid driver’s licence and an own car A clear criminal and credit check Minimum of 3 years working experience (preferably in sales) Proven computer literacy (MS Office suite) Excellent written and verbal communication skills What we can do for you We assist you in reaching your career goals and dreams through quality training, support and development opportunities across our business clusters: Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. Preference 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. Skills High School (Grade 12) (Required) Closing Date Old Mutual Limited has adopted a mandatory Covid‑19 vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. Prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process. Those who object to vaccination may provide a negative PCR test (at their own cost) on a weekly basis as an alternative. Seniority level Entry level Employment type Full‑time Job function Finance and Sales Location Port Shepstone, KwaZulu‑Natal, South Africa Referrals Referral submissions increase your chances of interviewing at Old Mutual South Africa by 2×. #J-18808-Ljbffr

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