Mfc Salaried Financial Adviser

Mutual Fund

Durban, , South Africa
Fais compliance
Customer relationship management
Sales opportunities creation
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this

Job Summary

  • Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
  • The role involves providing advice on a specific range of products to an allocated market and being individually accountable for achieving results through own efforts.
  • Responsibilities include customer service, solutions analysis, CRM data management, business development, and operational compliance.

Matching Summary

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Skills & Requirements

Must-have

  • FAIS Compliance
  • Customer Relationship Management
  • Sales Opportunities Creation
  • Computer literacy MS Office
  • Valid Driver’s licence and Own Car
  • Customer Service
  • Business Development

Nice-to-have

  • Presentations skills
  • Networking and influence
  • Consultative Selling
  • Strategic Selling
  • Problem analysis and solutions
  • Excellent communication skills

Key Requirements

  • Grade 12 (Matric)
  • Minimum 3 years sales experience
  • Clear criminal and credit check
  • Valid Driver’s licence and Own Car
  • FAIS Compliance
  • NQF Level 5 or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter