Old Mutual South AfricaDurban, KwaZulu-Natal, South Africa
Security verification
Old Mutual South Africa Durban, KwaZulu-Natal, South Africa
10 months ago
See who Old Mutual South Africa has hired for this role
Security verification
Save job
Welcome back
Sign in to save MFC Salaried Financial Advisor at Old Mutual South Africa.
Report this job
Your time is now to be your exceptional best at Old Mutual!
Job Description
This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circ*mstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
A Grade 12 (Matric) certificate
FAIS compliance
RE5 an advantage
A valid Driver’s licence and your 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)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
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.
Skills
Education
High School (Grade 12) (Required)
Closing Date
"Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 March 2022.
All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process."
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
Referrals increase your chances of interviewing at Old Mutual South Africa by 2x
See who you know
Get notified about new Financial Advisor jobs in Durban, KwaZulu-Natal, South Africa.
Introduction: My name is Kimberely Baumbach CPA, I am a gorgeous, bright, charming, encouraging, zealous, lively, good person who loves writing and wants to share my knowledge and understanding with you.
We notice you're using an ad blocker
Without advertising income, we can't keep making this site awesome for you.
