top of page
Old Mutual MFC
Town:
Potchefstroom
Position:
Salaried Financial Advisor
Experience Needed:
Grade 12 (Matric).
Valid Driver’s licence and Own Car
FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
Clear criminal and credit check
Minimum of 3 years working experience (preferably in sales)
Requirements:
Computer literacy (MS Word, Powerpoint and Outlook)
Excellent communication skills (written and verbal)
Presentations skills an added advantage
Duties Include:
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?
Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
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.
Additional Info:
Starting Date:
May 30, 2025
Date Created:
May 23, 2025
bottom of page