Financial Advisor (Sales) at Old Mutual

Updated: March 09, 2024 08:46 AM GMT

Full-time Job in Beaufort West, Western Cape

Old Mutual (MFC)

Beaufort West, South Africa

What is a financial advisor?

The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser 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 adviser 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... More Detail