MFC Virtual Advisor

4 weeks ago


Cape Town, Western Cape, South Africa Old Mutual Full time

Unlock Your Potential as a Virtual Advisor

Old Mutual is a leading financial services company that believes in the African opportunity. We're looking for a talented Virtual Advisor to join our team and help us deliver exceptional customer service.

What does a Virtual Advisor do?

A Virtual Advisor provides proactive, on-demand financial services and advice to customers within an allocated customer market. You'll be accountable for maintaining superior service delivery, building strong client relationships, and recommending sound advice that meets customers' financial goals.

What are the requirements?

  • Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • A clear criminal and credit check
  • A minimum of 3-5 years working experience (preferably in sales)
  • Proven computer literacy (MS Office suite)
  • Excellent communication skills (written and verbal)

Personal Qualities

  • Interacting with People
  • Embracing Change
  • Articulating Information
  • Meeting Timescales
  • Interpreting Information
  • Developing Strategies and Producing Output
  • Pursuing Goals
  • Ability to convince and influence
  • Seizing Opportunities

What we offer

Old Mutual provides a supportive environment that allows you to grow and develop your skills. We champion our customers and employees, and we're passionate about diversity and inclusion. We offer quality training and support to help you reach your potential.

So what now?

If you're a motivated and experienced professional looking for a new challenge, apply now to join our team as a Virtual Advisor.

Skills

Adaptability, Articulating, Goal Planning, Influence, Microsoft Office, Seizing Opportunities, Strategy Development

Education

High School (Grade 12)

Closing Date


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