Financial Services Professional

Há 1 mês


Natal, Rio Grande do Norte, Brasil Old Mutual Group Tempo inteiro
Job Summary

Old Mutual Group is seeking a skilled Financial Services Professional to join our team as a Personal Financial Adviser. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  1. Provide personalized financial advice to clients, taking into account their individual needs and circumstances.
  2. Conduct thorough financial assessments to identify areas for improvement and develop tailored solutions.
  3. Build and maintain strong relationships with clients, ensuring their ongoing satisfaction and loyalty.
  4. Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.
  5. Collaborate with internal stakeholders to ensure seamless delivery of financial services.
Requirements
  1. Senior Certificate (Matric / Grade 12 / NQF 4)
  2. A valid Driver's License with your own vehicle or access to a vehicle
  3. Minimum of 3 years working experience in finance, banking, or insurance sector advantageous
  4. Clear credit and criminal records
  5. Fit and proper
Preferred Qualifications

Education:

Bachelors Degree (B), High School (Grade 12) (Required)

Company Culture

Old Mutual Group is a firm believer in the African opportunity and our diverse talent reflects this. We offer a dynamic and inclusive work environment, with opportunities for growth and development. Our team is passionate about making a positive impact in the lives of our clients and communities.

What We Offer

We offer a competitive remuneration package, including commission and advice fees, medical aid, group life, funeral, and disability cover. You will also have access to ongoing training and development opportunities, ensuring you stay up-to-date with industry best practices.

How to Apply

If you are a self-starter with outstanding networking and relationship-building skills, then we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to us.



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