Trusted Financial Advisor — Client‑First Guidance

Old Mutual; De Aar; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in De Aar seeks a dedicated Financial Adviser. Responsibilities include providing tailored financial advice that aligns with customer goals, ensuring financial security and asset protection. Ideal candidates will have a Grade 12 certificate, FAIS compliance, and a minimum of 3 years' experience in sales. This role champions personal development through training and support, fostering an inclusive workplace environment. Opportunities for career growth abound with this esteemed organization.

Benefits

Career development opportunities

Quality training and support

Qualifications

• Minimum of 3 years working experience (preferably in sales).
• Valid Driver’s licence and own car.
• Clear criminal and credit check.

Responsibilities

• Provide appropriate financial advice based on customer’s resources and goals.
• Pro-active financial service and advice to allocated customer markets.
• Maintain superior service delivery through effective personal time management.

Skills

Client Service Orientated

Confident Decision Making

Interpersonal Communication

Proactive Approach

Resilience Training

Stress Management

Time Management

Trustworthy

Education

Grade 12 (Matric) certificate

FAIS compliance

RE5

Tools

MS Office suite

Job description

A leading financial services provider in De Aar seeks a dedicated Financial Adviser. Responsibilities include providing tailored financial advice that aligns with customer goals, ensuring financial security and asset protection. Ideal candidates will have a Grade 12 certificate, FAIS compliance, and a minimum of 3 years' experience in sales. This role champions personal development through training and support, fostering an inclusive workplace environment. Opportunities for career growth abound with this esteemed organization.