Direct Financial Adviser (Call Centre Agent) at Old Mutual South Africa

Role Overview

• The role at a glance is about championing our valued customers to achieve their life time goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.
• As an Aspiring Financial Advisor within Direct Financial Advice, you have the opportunity to work within a financial sales outbound contact center where you will receive qualified leads, you will be enabled by receiving comprehensive training, the necessary system and management support to assist you in building a successful career as a Financial Adviser.

 Career 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.
• 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 & basic allowance, Medical Aid, Group Life, Funeral and Disability cover .
• If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day!

Qualification & Experience

• Senior Certificate (Matric / Grade 12/ NQF 4 equivalent)
• Minimum of 3 years prior work experience
• Sales  and contact Centre Experience – min 12 months.

Personal Effectiveness

• Customer Centricity
• Networking & leading with Influence
• Collaboration
• Agile Innovation that makes a difference
• Disciplined Execution and Tenacity