Financial Services Professional

3 days ago

Newcastle, New South Wales, Australia Old Mutual South Africa Full time

About the Role:

The role of a financial advisor at Old Mutual South Africa demands utmost professionalism, integrity, and a customer-centric approach. As an accredited financial advisor, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

Key Responsibilities:

  • 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.
  • Interpersonal and communication skills are fundamentally important to build solid relationships with customers.

Requirements:

  • 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 Need from You:

As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. The financial advisor profession requires continuous personal development through the attendance and completion of accredited courses and programmes.

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