FINANCIAL ADVISER : MUTUAL OLD MUTUAL (MFC)

Job Description

  • 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.
  • The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.

Duties and 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.

 

Requirements

  • 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 communication skills (written and verbal)