Aspiring Financial Advisor at Old Mutual

About the position

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.
At a glance it is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Duties & 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.
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.
Benefits

• Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser
• Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser
• Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability cover
• Flexible working hours
• Exceptional Superior support, development coach /mentor and on-going learning and training
• First class technology
• A great culture with people who do great things every day

Requirements

• Matric or equivalent qualification
• A clear criminal record
• A clear credit record
• Valid Driver's License
• Access to a vehicle for work purpose
• Minimum of 2 - 5 years of relevant work experience

Desired Skills:

• Sales
• Financial Advisory
• Insurance
• Networking

Desired Qualification Level:

• Grade 12 / Matric