About the role

  • Financial Adviser at Old Mutual providing exceptional personal financial advice to customers and building strong relationships. Identifying sales opportunities to meet customer needs.

Responsibilities

  • Deliver exceptional personal financial advice and service to customers
  • Build and strengthen customer relationships
  • Identify sales opportunities and meet customer needs

Requirements

  • A minimum of Matric or equivalent
  • A minimum 12 months’ financial services experience as a Financial Adviser
  • A minimum of Long-term Insurance Class of Business completion.

Benefits

  • 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.

Job title

Financial Adviser

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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