Finance Officer supporting finance processes across the organization in a hybrid work environment. Providing support for invoices, budgets, payroll and financial queries.
About the role
- Financial Adviser role with Old Mutual facilitating financial futures and providing quality service. New advisers are supported to define their own unique career paths.
Responsibilities
- Facilitate a bolder financial future
- Provide exceptional advice and quality service to customers
- Build from an unmatched foundation of established, multinational, and diverse financial services
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
- 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
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Evaluating Information
- Identifying Customer Needs
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Benefits
- Training and support for career advancement
- Opportunity to define your own career path
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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