MFC Salaried Financial Consultant
3 weeks ago
About the Role
This position involves providing expert financial advice to clients, focusing on a specific range of products and allocated markets. The successful candidate will be individually accountable for achieving results through their own efforts.
Key Responsibilities
- Provide tailored financial advice to clients, taking into account their resources and financial goals.
- Offer proactive, on-demand financial services and advice to clients within designated markets.
- Maintain superior service delivery to clients, ensuring effective time and task management.
- Stay up-to-date with industry developments and attend accredited courses to enhance professional development.
- Build strong relationships with clients 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 committed to helping individuals achieve their career goals and aspirations through quality training and support. We lead with our values, champion our customers and employees, and are passionate about diversity and inclusion. The Group provides many opportunities for growth and development.
Preference
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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