Accredited Insurance Advisor

5 days ago


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

Do you have what it takes to deliver exceptional results in a fast-paced financial services environment?

Old Mutual is seeking a motivated and dedicated individual to join our team as an accredited financial adviser.

The successful candidate will provide pro-active, on-demand financial service and advice to customers within an allocated customer market.

The role requires formal in-house training, the completion of prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority, as well as continuous professional development.

Key Accountabilities:

  • Maintaining superior service delivery to customers through building strong client relationships and recommending sound advice
  • Providing pro-active, on-demand financial service and advice to customers within an allocated customer market
  • Accountable for maintaining accurate records and reporting compliance with regulatory requirements

Key Skills and Qualifications:

  • Grade 12 (Matric) qualification
  • Valid Driver's licence and Own Car
  • FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
  • Clear criminal and credit check
  • Minimum of 3 years working experience (preferably in sales)
  • Computer literacy (MS Word, PowerPoint, and Outlook)
  • Excellent communication skills (written and verbal)
  • Presentation skills are an added advantage

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

Career Growth:

Opportunities for career growth and development within the company.

Our Culture:

A diverse and inclusive work environment that values employee well-being and job satisfaction.

Appointment Details:

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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