MFC Salaried Financial Advisor

Old Mutual; Pretoria; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual is seeking a Financial Advisor in Pretoria to provide tailored financial advice and foster client relationships. The role requires professionalism, integrity, and a commitment to ongoing training and FAIS compliance, with a strong focus on customer satisfaction and service delivery.

Benefits

Quality training and support for career growth

Passionate about diversity and inclusion

Qualifications

• A minimum of 3 years working experience (preferably in sales).
• Proven computer literacy in MS Office suite.
• A valid Driver’s licence and your own car.

Responsibilities

• Provide appropriate financial advice in line with customer’s goals.
• Build solid relationships with clients through effective communication.
• Ensure compliance with financial regulations and continuous professional development.

Skills

Communication

Interpersonal Skills

Customer Service

Education

Grade 12 (Matric)

FAIS Compliance

RE5 (advantage)

Tools

MS Office Suite

Job description

MFC Salaried Financial Advisor page is loaded

MFC Salaried Financial Advisor

Apply locations Pretoria time type Full time posted on Posted 30+ Days Ago job requisition id JR-20606

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 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.

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 adopted a mandatory Covid-19 vaccination policy requiring its workforce to be fully vaccinated against Covid-19 by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.

If you have an objection to taking the Covid-19 vaccination, you will be requiredto produce a negative PCR test (at your own cost) on a weekly basis as an alternative to vaccination. Prospective employees must inform the recruiter of their election prior to start date.

Please refer to the Old Mutual policy for further detail. Old Mutual reserves the right to amend this policy from time to time.

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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.