MFC Financial Solutions Specialist
1 month ago
Job Summary
This role involves providing expert financial advice to clients, focusing on a specific range of products and markets. The successful candidate will be individually accountable for achieving results through their own efforts.
About the Role
As a Financial Services Advisor with Old Mutual, you will represent the company's values and ideals, which include Integrity, Professionalism, Customer-first, and Advice-led. You will be responsible for providing appropriate financial advice, in line with the client's resources and financial goals, to enable positive financial futures and protection of assets and estate.
Responsibilities
- Provide pro-active, on-demand financial services and advice to customers within your allocated customer markets.
- Maintain superior service delivery to customers, through effective personal time and task management.
- Accountable for continuous personal development through the attendance and completion of accredited courses and programmes.
- Interpersonal and communication skills are essential to build solid relationships with clients.
Requirements
- A 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).
What We Offer
As an employee of Old Mutual, you will have opportunities for growth and development, and we will assist you in reaching your career goals and dreams through quality training and support. We champion our customers and employees, and we are passionate about diversity and inclusion.
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