Senior Financial Services Professional
1 week ago
Description
This role involves providing independent financial advice to clients, focusing on specific product ranges and allocated markets. As an individual contributor, you are accountable for achieving results through your own efforts.
What is a Financial Advisor?
A financial advisor is a professional who demands the utmost level of professionalism, integrity, and customer-centric approach. An accredited financial advisor commands the respect and trust of customers who entrust their financial futures to them.
Key Responsibilities
- Provide appropriate financial advice in line with customers' resources and financial goals to ensure positive financial futures and protection of assets and estate.
- Offer pro-active, on-demand financial services and advice to customers within your allocated customer markets.
- Provide relevant and appropriate financial advice, focusing on a complete understanding of customers' personal and financial circumstances, as well as their goals or dreams for the future.
Requirements
- A Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver's licence and your 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)
What We Offer
We provide opportunities for growth and development, assisting you in reaching your career goals and dreams through quality training and support. We champion our customers and employees, leading with our values and promoting diversity and inclusion for mutually positive futures.
Preference
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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