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MFC Salaried Financial Consultant

2 months ago


Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

About the Role

This position involves providing expert financial advice to allocated customers, with a focus on achieving results through individual efforts.

Key Responsibilities

  • Provide tailored financial advice to customers, taking into account their resources and financial goals.
  • Offer proactive, on-demand financial services and advice to customers within designated markets.
  • Maintain superior service delivery to customers through effective time and task management.
  • Stay up-to-date with industry developments and best practices through continuous professional development.
  • Build strong relationships with customers through excellent interpersonal and communication skills.

Requirements

  • Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • Valid Driver's licence and own car
  • Clear criminal and credit check
  • Minimum 3 years working experience (preferably in sales)
  • Proven computer literacy (MS Office suite)
  • Excellent communication skills (written and verbal)

About Old Mutual

Old Mutual is a leading financial services company that values diversity, inclusion, and customer-centricity. We offer opportunities for growth and development, and our values are at the heart of everything we do.

What We Offer

We provide quality training and support to help you reach your career goals and aspirations. We champion our customers and employees, and we are passionate about creating mutually positive futures.