Salaried Financial Advisor
2 weeks ago
Role Overview
This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Key Responsibilities
Deliver Financial Advice
Provide appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial futures and protection of assets and estate.
Proactive Financial Service
Provide proactive, on demand financial service and advice to customers within your allocated customer markets.
Requirements
- Education
- A Grade 12 (Matric) certificate
- Compliance
- FAIS compliance
- Skills
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- Experience
- A minimum of 3 years working experience (preferably in sales)
- Additional
- RE5 an advantage
- A valid Driver's licence and your own car
- A clear criminal and credit check
About Us
Old Mutual is a company that champions its customers and employees, passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance.
We lead with our values, which is at the heart of the great things we do. We provide many opportunities for growth and development and assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential.
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