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Old Mutual4 months ago

Salaried Financial Advisor

On-site · Middelburg, Mpumalanga, South Africa

Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Industry
FINANCE

Job Summary

The Salaried Financial Advisor will provide advice on financial products while ensuring quality customer service and identifying business opportunities. Responsibilities include analyzing customer needs, managing relationships, processing cases, and adhering to compliance regulations. Candidates should possess a minimum of 3 years of sales experience, strong computer literacy, and excellent communication skills. The role involves developing client networks, conducting research, and contributing to business development.

Required Qualifications

  • Grade 12 (Matric)
  • Valid Driver’s licence and Own Car
  • FAIS Compliance
  • 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)

Desired Qualifications

  • Presentations skills

Additional Requirements

  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa
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Old Mutual

Salaried Financial Advisor

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