Wealth Planning Consultant
5 days ago
Why Join Us?
Old Mutual is a dynamic and innovative organization that offers exciting career opportunities in the financial services industry.
Role Summary
This role involves providing expert advice on a range of financial products to allocated markets, focusing on delivering high-quality service and building strong relationships with customers.
Key Accountabilities
You will be responsible for:
- Providing exceptional customer service and identifying opportunities to secure new business or support retention.
- Analyzing complex problems and finding effective solutions.
- Developing and maintaining strong relationships with customers and stakeholders.
- Staying up-to-date with industry trends and regulatory requirements.
- Contributing to the growth and development of the business through innovative thinking and problem-solving.
- Collaborating with colleagues to achieve common goals and deliver excellent results.
- Ensuring compliance with organizational policies and procedures, as well as relevant regulatory codes and codes of conduct.
- Communicating effectively with diverse groups, including customers, stakeholders, and colleagues.
- Presenting complex information in a clear and concise manner, using presentation skills to engage and persuade audiences.
- Building trust and credibility with customers and stakeholders through transparent and honest communication.
Skills and Qualifications
To succeed in this role, you will need:
- A Grade 12 (Matric) qualification.
- A valid driver's license and access to a car.
- FAIS Compliance.
- A clear criminal and credit check record.
- A minimum of three years' working experience, preferably in sales.
- Computer literacy in MS Word, PowerPoint, and Outlook.
- Excellent communication skills, both written and verbal.
- Presentation skills, which are an added advantage.
- NQF Level 5 - Higher, Advance, or Occupational Certificate or equivalent.
Closing Date
Applicants must submit their applications by [Closing Date]. We look forward to receiving your application.
We encourage our workforce to be fully vaccinated against Covid-19 and require all prospective employees to disclose their vaccination status as part of the recruitment process.
For further detail, please refer to the Old Mutual Covid-19 vaccination policy.
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