MFC Salaried Financial Consultant

1 month ago


Cape Town, Western Cape, South Africa Old Mutual Full time
Job Title: MFC Salaried Financial Advisor

Old Mutual is seeking a skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing 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 that deliver financial solutions in line with customer financial goals, customer value proposition, and compliance frameworks.
  • Complete formal in-house training, prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority, and engage in continuous professional development.
  • Ensure compliance with regulatory requirements and maintain a high level of professionalism in all interactions with customers and stakeholders.
Requirements:
  • Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • A valid Driver's licence and 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)
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
Skills:
  • Education: High School (Grade 12) (Required)

Closing Date: 01 August 2024



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