Professional Financial Advisor
1 month ago
Role Overview
Old Mutual is seeking a skilled Virtual Financial Services Specialist to join our team. As a Virtual Financial Advisor, you will provide pro-active, on-demand financial services and advice to customers within an allocated customer market.
Key Responsibilities
- Maintain superior service delivery to customers through building strong client relationships and recommending sound advice.
- Deliver financial solutions that meet customers' financial goals and align with the company's customer value proposition and compliance frameworks.
- Complete formal in-house training and obtain the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority.
- Engage in continuous professional development to stay up-to-date with industry developments and best practices.
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
About Old Mutual
Old Mutual is a leading financial services company that is committed to helping customers achieve their financial goals. We offer a range of financial products and services, and our team is dedicated to providing excellent customer service.
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