SALES (SALARIED FINANCIAL ADVISOR) GOODWOOD at Old Mutual MFC

Old Mutual; Wes-Kaap; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dedicated financial advisor to join their team. In this role, you'll provide essential financial guidance, helping clients secure their financial futures while embodying the values of integrity and professionalism. With a focus on customer-centric service, you will engage with clients to understand their unique circumstances and aspirations. The company offers robust training and development opportunities to support your career growth in a diverse and inclusive environment. If you have a passion for finance and a desire to make a positive impact, this is the perfect opportunity for you.

Qualifications

• 3+ years of experience in sales, preferably in financial services.
• FAIS compliance and RE5 qualification are advantageous.

Responsibilities

• Provide tailored financial advice to clients based on their goals.
• Build strong relationships through effective communication and understanding.

Skills

Interpersonal Skills

Communication Skills

Sales Experience

Financial Advisory Skills

Computer Literacy (MS Office)

Education

Grade 12 (Matric) Certificate

FAIS Compliance

RE5 Qualification

Job description

What is a financial advisor?

The role of a financial advisor demands professionalism, integrity, and a customer-centric approach. An accredited financial advisor earns the respect and trust of clients by managing their and their families' financial futures.

This role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory Authority, and ongoing professional development.

As an accredited financial advisor with Old Mutual, you will embody the company's core values: Integrity, Professionalism, Customer-first, and Advice-led.

What is required of you?

• Provide suitable financial advice aligned with the customer’s resources and goals to promote positive financial futures and protect assets and estates.
• Offer proactive, on-demand financial services and advice within your designated customer markets.
• Understand the customer's personal and financial circumstances thoroughly, including their future aspirations, requiring strong interpersonal and communication skills to build solid relationships.

Desired Experience & Qualification

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 qualification (advantageous)
• Valid driver's license and own vehicle
• Clear criminal and credit checks
• Minimum of 3 years’ experience, preferably in sales
• Proven computer literacy (MS Office)
• Excellent written and verbal communication skills

What we can do for you!

We support your career growth through quality training and development opportunities. Our values underpin our actions, emphasizing diversity, inclusion, and a customer-focused approach across our business units: Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance. We are committed to fostering a positive, inclusive work environment that promotes mutual growth and success.

Note: Preference will be given to candidates aligned with Old Mutual South Africa’s Employment Equity Plan. Additionally, due to our vaccination policy, all prospective employees must disclose their vaccination status during recruitment.