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Financial Services Professional

2 weeks ago

Alberton, Gauteng, South Africa Old Mutual Full time

About Us

Old Mutual is a leading financial services company that has been serving customers for over 175 years. We are committed to delivering exceptional service and providing our employees with the skills and knowledge needed to succeed in their careers.

Job Overview

This role provides advice on a specific range of products to a specific allocated market and requires individuals to be accountable for achieving results through their own efforts.

Key Responsibilities

  • Provide appropriate financial advice to customers, taking into account their resources and financial goals.
  • Provide pro-active, on-demand financial service and advice to customers within their allocated customer markets.
  • Build strong relationships with customers by understanding their personal and financial circumstances and providing tailored advice.

Requirements

  1. A Grade 12 (Matric) certificate or equivalent qualification.
  2. FAIS compliance.
  3. RE5 an advantage.
  4. A valid Driver's licence and your own car.
  5. A clear criminal and credit check.
  6. A minimum of 3 years working experience, preferably in sales.
  7. Proven computer literacy (MS Office suite).
  8. Excellent communication skills (written and verbal).

What We Offer

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. We champion our customers and employees, and we are 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.

Skills and Qualifications

  • High School (Grade 12)
  • Continuous professional development.