Investment Analyst handling valuations and financial modeling for private equity agricultural investments. Collaborating with teams and managing acquisition processes in a hybrid work environment.
About the role
- Financial Adviser providing financial consultation and sales expertise at Old Mutual. Building client relationships while achieving sales targets in the dynamic financial services industry.
Responsibilities
- Advise clients on financial products and services
- Build and maintain client relationships
- Achieve sales targets through consultative selling
- Stay informed on financial markets and regulations
- Collaborate with team members to improve service delivery
- Participate in training and development opportunities
Requirements
- A minimum of Matric or equivalent
- A minimum of 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
Benefits
- Health insurance not mentioned
- Retirement plans not mentioned
- Paid time off not mentioned
- Flexible work arrangements not mentioned
- Professional development not mentioned
- Bonuses not mentioned
- Stock options not mentioned
- Equipment allowances not mentioned
- Wellness programs not mentioned
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
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