Professional Financial Advisor

1 month ago


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

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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