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Old Mutual4 months ago

Salaried Financial Advisor

On-site · Malelane, Mpumalanga, South Africa

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

Job Summary

This role involves providing financial advice on a specific range of products, focusing on customer service and business development within an allocated market. Key responsibilities include processing cases, resolving customer issues, analyzing problems, and maintaining customer relationships through effective CRM practices. The advisor will develop business opportunities through prospecting and networking, ensuring compliance with organizational policies and regulatory standards. Required skills include sales expertise, consultative selling, and strong communication abilities, supported by a commitment to customer service and relationship management.

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 and the specific business unit in question.
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Old Mutual

Salaried Financial Advisor

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