MFC Virtual Advisor

2 weeks ago


Cape Town, Western Cape, South Africa Old Mutual Full time
Unlock Your Potential as a Virtual Advisor

Old Mutual is a leading financial services company that believes in the African opportunity and values diversity and inclusion. We are seeking a skilled Virtual Advisor to join our team and contribute to our mission of providing exceptional financial services to our customers.

Key Responsibilities:
  • Provide pro-active, on-demand financial services and advice to customers within an allocated customer market.
  • Maintain superior service delivery to customers through building strong client relationships and recommending sound advice that delivers financial solutions in line with customer goals and compliance frameworks.
  • Complete formal in-house training, pass prescribed Regulatory exams, and obtain accreditation with the Financial Services Regulatory authority.
Requirements:
  • Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • A clear criminal and credit check
  • A minimum of 3-5 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
What We Offer:

Old Mutual provides opportunities for growth and development, and we are committed to helping you reach your career goals and dreams. We lead with our values, which are at the heart of the great things we do. We champion our customers and employees, and we are passionate about diversity and inclusion for mutually positive futures.

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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