Salaried Financial Advisor

Mutual Fund

Malelane, , South Africa
Customer service excellence
Financial product advisory
Crm data management
The role involves providing advice on a specific range of products to an allocated market while being individually accountable for achieving results through own efforts

Job Summary

  • The role involves providing advice on a specific range of products to an allocated market while being individually accountable for achieving results through own efforts.
  • Responsibilities include customer service, solutions analysis, CRM data management, business development, and ensuring operational compliance.
  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Matching Summary

The role involves providing advice on a specific range of products to an allocated market while being individually accountable for achieving results through own efforts.

Skills & Requirements

Must-have

  • Customer Service Excellence
  • Financial Product Advisory
  • CRM Data Management
  • Business Development Analysis
  • Operational Compliance Adherence
  • Sales Opportunities Creation

Nice-to-have

  • Presentation Skills
  • Networking and Relationship Building
  • Consultative Selling
  • Strategic Selling
  • Problem Solving
  • Collaborative Communication

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

Not specified

Tailored Resume

Cover Letter