Salaried Financial Advisor

Mutual Fund

Secunda, , South Africa
Customer service excellence
Sales and business development
Customer relationship management (crm)
The role involves providing advice on a specific range of financial products to an allocated market and being individually accountable for achieving results

Job Summary

  • The role involves providing advice on a specific range of financial products to an allocated market and being individually accountable for achieving results.
  • Responsibilities include customer service, solutions analysis, CRM data management, business development, and ensuring operational compliance.
  • The position supports the African opportunity by contributing to Old Mutual's diverse talent and aims to strengthen customer relationships and business growth.

Matching Summary

The role involves providing advice on a specific range of financial products to an allocated market and being individually accountable for achieving results.

Skills & Requirements

Must-have

  • Customer Service Excellence
  • Sales and Business Development
  • Customer Relationship Management (CRM)
  • Operational Compliance Adherence
  • Financial Product Advisory
  • Data Analysis and Market Research

Nice-to-have

  • Presentation Skills
  • Networking and Relationship Building
  • Consultative Selling
  • Strategic Selling
  • Strong Communication Skills

Key Requirements

  • Grade 12 (Matric)
  • Valid Driver’s Licence and Own Car
  • FAIS Compliance
  • Clear Criminal and Credit Check
  • Minimum 3 Years Sales Experience
  • Computer Literacy (MS Word, PowerPoint, Outlook)

Work Rights

Employment Equity Plan compliance

Tailored Resume

Cover Letter