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Virtual Advisor

Full Time

Website Old Mutual

Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. We have been helping our customers achieve their lifetime financial goals for over 170 years by investing their funds in ways that create positive futures for them, their families, their communities and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.

What do we need from you?

  • Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • A clear criminal and credit check
  • A minimum of 3 years working experience (preferably in sales)
  • Proven computer literacy (MS Office suite)
  • Excellent communication skills (written and verbal)

Personal Qualities

  • Interacting with People
  • Embracing Change
  • Articulating Information
  • Meeting Timescales
  • Interpreting Information
  • Developing Strategies and Producing Output
  • Pursuing Goals
  • Ability to convince and influence
  • Seizing Opportunities

What we can do for you!

  • Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do.
  • We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
  • Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

So what now ?

  • If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential. Apply Now!

What is a financial adviser?

Skills

  • Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Drives Results
  • Ensures Accountability

Education

  • NQF Level 5 – Higher, Advance or Occupational Certificate or equivalent

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