Position Summary:
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.
Required Education & Experience:
- A Grade 12 (Matric) certificate
- RE5 an advantage
- A clear criminal and credit check
- Proven computer literacy (MS Office suite)
- A valid Driver’s licence and your own car
- A minimum of 3 years working experience (preferably in sales)
- FAIS compliance
- Excellent communication skills (written and verbal)