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  • MFC Salaried Financial Advisor - Bloemfontein - Old Mutual South Africa

    Old Mutual South Africa
    Old Mutual South Africa Bloemfontein

    5 days ago

    Default job background
    Description

    Job Title

    Let's Write Africa's Story Together

    Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

    Key Responsibilities

    This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

    What Does a Financial Adviser Do?

    The role of a financial adviser 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.

    Formal in-house training, completion of Regulatory exams, accreditation with the Financial Services Regulatory authority, and continuous professional development are required.

    As an accredited financial adviser with Old Mutual, you will represent the ideals and values to which the company has subscribed – Integrity, Professionalism, Customer-first, Advice led.

    Essential Requirements

    1. Provide appropriate financial advice, aligned with the customer's resources and financial goals, to enable positive financial futures and protection of assets and estate.
    2. Offer pro-active, on-demand financial service and advice to customers within your allocated markets.
    3. Maintain superior service delivery through effective time and task management.
    4. Engage in continuous personal development through accredited courses and programmes.
    5. Build strong relationships by understanding the customer's circumstances and goals.

    Preferred Qualifications

    • A Grade 12 (Matric) certificate
    • FAIS compliance
    • RE5 an advantage
    • A valid Driver's licence and own car
    • A clear criminal and credit check
    • At least 3 years working experience (preferably in sales)
    • Proven computer literacy (MS Office suite)
    • Excellent communication skills (written and verbal)

    Career Growth and Development

    We assist you in reaching your career goals and dreams by providing 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.


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