Financial Services Specialist

4 days ago


Klerksdorp, North-West, South Africa Old Mutual South Africa Full time

Old Mutual South Africa is a firm believer in the African opportunity and our diverse talent reflects this.

We are looking for a skilled Financial Services Specialist who can provide advice on a specific range of products to a specific allocated market and be individually accountable for achieving results through their own efforts.

About This Role

This role demands utmost professionalism, integrity, and a customer-centric approach. The successful candidate will represent the ideals and values to which Old Mutual has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

The ideal candidate will have a strong understanding of financial services and be able to build solid relationships through effective interpersonal and communication skills.

Key Responsibilities
  1. Provide Pro-Active Financial Service: Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
  2. Maintain Superior Service Delivery: Accountable for maintaining superior service delivery to your customers, through effective personal time and task management.
  3. Develop Skills Continuously: Continuous personal development through the attendance and completion of accredited courses and programmes.
  4. Meet 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).

Benefits of Working with Us

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. We lead with our values and strive for mutually positive futures throughout our business clusters.

Education and Qualifications

High School (Grade 12) (Required)

Closing Date for Applications

Please refer to the application closing date on the official job posting.



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