Aspiring Financial Advisor at Old Mutual
Old Mutual (MFC)
- Commission Only
- Permanent Intermediate position
- Vredenburg (Vredenberg)
- Posted 21 May 2024 by Old Mutual (MFC)
- Job 2565934
About the position
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. Duties & Responsibilities 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. Requirements
At a glance it is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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.
Benefits
Desired Skills:
- Sales
- Financial Advisory
- Insurance
- Networking
Desired Qualification Level:
- Grade 12 / Matric