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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Job Description
This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year.
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Job Requirements
Grade 12
Driver's licence
RE5
FSCA approved qualification (Fais Qualification )
Class of Business
Continuous Professional Development (CPD)
Skills
Education
Closing Date
Job Description
This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
What is a financial advisor?
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.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.
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.
What do we need from you?
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)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development
Skills
Ability to handle pressure and set backs, Ability to Influence, Adhering to Company values and policies, Client Service Orientated, Confident Decision Making, Good business acumen, Good interpersonal skills, Good time management skills, Proactive, Resilience, Trustworthy
Education
High School (Grade 12) (Required)
Closing Date
18 August 2021
About Job
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
The Old Mutual Corporate Internship Programme is aimed at graduates who studied:
Financial Planning
Economics
Accounting
Finance / Financial Management
Applied Science
Marketing
Human Resources
Internship opportunities are available in the following regions:
Johannesburg
Cape Town
Durban
Requirements:
A relevant Bachelor Degree or Honours Degree
Aggregate of at least 65%
No work experience required
Use the link(s) below to apply on company website.
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