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Financial Advisor
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
Posted: By:Mosasazi Ntuli
Company Details
Name:Old Mutual
Industry:
Finance
Website:
https://www.oldmutual.com
Description:
Our Group was established in Cape Town in 1845 as South Africa’s first mutual life insurance company, offering financial security in uncertain times.
Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.
Job Description
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 communications skills in order to build solid relationships are fundamentally important.
Salary: Market Related
Education: Other Qualifications (On Request)
Employment Type: Full Time
Contact Information
Name: Suzanne Van Schoor
Key Skills
Financial Advisor
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