Financial Consultant (OMF Parow)
Old Mutual
Customer Service Carry out standard customer service activities and handle simple customer inquiries. Solutions Analysis Assess compliance with…
- Cape Town
- Full time
Old Mutual
This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Provides advice in line with the customer value proposition & compliance framework.
Develops, tracks & reviews business plan to meet individual performance targets.
Works in specific allocated markets.
Works with a specific range of products.
Prospecting is limited.
Receives a base salary & bonuses - no commission.
Requirements: Skills, Qualifications and Experience required
Grade 12 (Matric).
Valid Driver’s licence and Own Car
FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
Clear criminal and credit check
Minimum of 3 years working experience (preferably in sales)
Computer literacy (MS Word, Powerpoint and Outlook)
Excellent communication skills (written and verbal)
Presentations skills an added advantage
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.
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Customer Service Carry out standard customer service activities and handle simple customer inquiries. Solutions Analysis Assess compliance with…
Old Mutual
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Old Mutual
Customer Service Carry out standard customer service activities and handle simple customer inquiries. Solutions Analysis Assess compliance with…