Salaried Financial Consultant

1 week ago


Pretoria, Gauteng, South Africa Old Mutual Full time
Financial Advisor Role

Old Mutual is a leading financial services company that believes in the African opportunity and values diversity and inclusion.

About the Role

We are seeking a skilled and experienced financial advisor to provide pro-active, on-demand financial services and advice to customers within an allocated customer market.

The successful candidate will be accountable for maintaining superior service delivery to customers, building strong client relationships, and recommending sound advice that delivers financial solutions in line with customer financial goals and compliance frameworks.

Requirements

  • Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • A valid Driver's licence and own car
  • A clear criminal and credit check
  • A 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

What We Offer

Old Mutual provides opportunities for growth and development, and we champion our customers and employees. We lead with our values, which are at the heart of the great things we do.

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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