Financial Adviser - Stellenbosch, South Africa - Old Mutual SA

Description

ABOUT THE POSITION
What is a financial advisor?

The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach.

An accredited financial adviser 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 adviser 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.

As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer's personal and financial circumstances - 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.


Desired Skills:
Drivers Licence

Customer Service

Sales


Desired Qualification Level:
Grade 12 / Matric


About The Employer:

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

Employer & Job Benefits:
Funeral Plan

Group Life Assurance

Medical Aid

Vehicle Allowance


Job Types:
Full-time, Permanent


Salary:
R20,00 - R100 000,00 per month