MFC Salaried Financial Advisor

4 weeks ago

Kimberley British Columbia VA, Columbia-Shuswap, Canada Old Mutual South Africa Full time
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 is 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 communication skills in order to build solid relationships are fundamentally important.


What do we need from you?
  1. A Grade 12 (Matric) certificate
  2. FAIS compliance
  3. RE5 an advantage
  4. A valid Driver’s licence and your own car
  5. A clear criminal and credit check
  6. A minimum of 3 years working experience (preferably in sales)
  7. Proven computer literacy (MS Office suite)
  8. 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 are 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

10 October 2024


Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. #J-18808-Ljbffr

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