Salaried Financial Advisor

Job Title

Salaried Financial Advisor

Company

Old Mutual South Africa

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 demands utmost professionalism, integrity and a customer‑centric approach. As an accredited financial advisor with Old Mutual, you will represent our long‑standing values : Integrity, Professionalism, Customer‑first and Advice‑led.

Responsibilities

• Provide appropriate financial advice in line with the customer’s resources and financial goals to enable positive financial futures and protect assets and estate.
• Deliver proactive, on‑demand financial service and advice to customers within your allocated markets.
• Understand the customer’s personal and financial circumstances to build solid relationships through excellent interpersonal and communication skills.

Qualifications

What we can do for you!

We assist you in reaching your career goals and dreams through quality training, support and development opportunities across our business clusters : Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance.

Preference

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

High School (Grade 12) (Required)

Closing Date

Old Mutual Limited has adopted a mandatory Covid‑19 vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. Prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process. Those who object to vaccination may provide a negative PCR test (at their own cost) on a weekly basis as an alternative.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

Location

Port Shepstone, KwaZulu‑Natal, South Africa

Referrals

Referral submissions increase your chances of interviewing at Old Mutual South Africa by 2×.

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