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MFC Salaried Financial Consultant

2 months ago

Cape Town, Western Cape, South Africa Old Mutual Full time

About the Role

Old Mutual is seeking a highly skilled and experienced MFC Salaried Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional service to our customers, building strong relationships, and delivering financial solutions that meet their needs.

Key Responsibilities

• Provide proactive, on-demand financial services and advice to customers within an allocated customer market

• Maintain superior service delivery through building strong client relationships and recommending sound advice

• Complete formal in-house training, prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority

Requirements

• Grade 12 (Matric) certificate

• FAIS compliance

• RE5 an advantage

• Valid Driver's licence and own car

• Clear criminal and credit check

• Minimum of 3 years working experience (preferably in sales)

• Proven computer literacy (MS Office suite)

• Excellent communication skills (written and verbal)

Personal Qualities

• Interacting with People

• Embracing Change

• Articulating Information

• Meeting Timescales

• Interpreting Information

• Developing Strategies and Producing Output

• Pursuing Goals

• Ability to convince and influence

• Seizing Opportunities