Salaried Financial Consultant
4 weeks ago
About the Role
This position involves providing expert financial advice to clients, focusing on a specific range of products and allocated markets. The successful candidate will be individually accountable for achieving results through their own efforts.
Key Responsibilities
- Provide tailored financial advice to clients, taking into account their resources and financial goals.
- Offer proactive, on-demand financial services and advice to clients within designated markets.
- Maintain superior service delivery to clients, ensuring effective time and task management.
- Develop and maintain a deep understanding of clients' personal and financial circumstances, as well as their goals and aspirations.
- Build strong relationships with clients through excellent interpersonal and communication skills.
Requirements
- Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- Valid Driver's licence and own car
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
About Old Mutual
Old Mutual is a company that values integrity, professionalism, and customer-centricity. We offer quality training and support to help employees grow and develop their careers. We champion diversity and inclusion, and our business clusters include Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance.
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