MFC Salaried Financial Consultant

2 months ago


Cape Town, Western Cape, South Africa Old Mutual Full time
Job Opportunity at Old Mutual

We are seeking a skilled and experienced Financial Services Professional to join our team at Old Mutual.

About the Role:

The successful candidate 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.
  • Recommend sound advice that delivers financial solutions in line with customer financial goals, customer value proposition, and compliance frameworks.
  • Participate in formal in-house training, complete prescribed Regulatory exams, and obtain 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 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.

Closing Date: 01 August 2024



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