Senior Financial Services Advisor
2 weeks ago
Job Summary
We are seeking a highly skilled and experienced Senior Financial Services Advisor to join our team at Old Mutual.
Key Responsibilities
- Provide expert financial advice to clients in line with the company's value proposition and compliance framework.
- Work in allocated markets, focusing on delivering exceptional service and meeting performance targets.
- Develop and maintain in-depth knowledge of our product range, ensuring that clients receive tailored advice and solutions.
- Collaborate with colleagues to achieve individual and team goals, promoting a culture of excellence and professionalism.
- Stay up-to-date with industry developments and regulatory requirements, ensuring that clients receive the best possible advice and service.
- Maintain accurate records and reports, ensuring that client information is secure and confidential.
Requirements
- Grade 12 (Matric) qualification.
- Valid driver's license and own vehicle.
- FAIS compliance.
- Clear credit and criminal checks.
- Minimum 3 years' experience in a sales or financial services environment.
- Excellent communication and interpersonal skills.
- Computer literacy, including MS Word, PowerPoint, and Outlook.
- Ability to work effectively in a team environment.
Attributes and Competencies
- Client Focus.
- Decision Making.
- Planning and Organizing.
- Sales Ability.
- Technical Knowledge.
- Tenacity.
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