Sales (salaried financial advisor) oudtshoorn 7000-10 000

Role Overview

The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who entrust their financial futures to them.

The role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and 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.

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. Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets. Understand the customer’s personal...