Salaried Financial Advisor

Old Mutual South Africa; Durban; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services company is seeking a Financial Advisor in Durban, KwaZulu-Natal. The ideal candidate will provide personalized financial advice, ensuring customer satisfaction and protection of assets. Applicants must have a Grade 12 certificate, FAIS compliance, and at least 3 years of sales experience. Comprehensive training and development opportunities are provided to help achieve career goals.

Benefits

Quality training and support

Opportunities for growth and development

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• FAIS compliance and RE5 are advantageous.
• Proven computer literacy in MS Office suite.

Responsibilities

• Provide financial advice based on customer goals and circumstances.
• Pro-active, on-demand financial service to allocated customer markets.
• Build solid relationships with customers through strong interpersonal skills.

Skills

Communication Skills

Computer skills

Education

High School (Grade 12)

Job description

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

Communication Skills, computer 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 required to 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.