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Old Mutual

Life insurance, asset management, and banking

Commissioned Financial Adviser

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timePaarl, South AfricaNo salary listedIn-person

About the Job

Requirements

  • Senior Certificate (Matric / Grade 12 / NQF 4), school-leaving certificate, National or Occupational Certificate, or equivalent.
  • At least 24 months of financial industry experience.
  • Regulatory Examination/RE5.
  • Class of business/CPD points.
  • A valid driver's license.
  • Own a vehicle or have access to a vehicle for work purposes.
  • Have a clear criminal record.
  • Skills include building trust, consultative selling, customer focus, customer service, customer understanding, direct selling, identifying sales opportunities, oral communication, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships.
  • Competencies include being action oriented, balancing stakeholders, building networks, collaborating, communicating effectively, customer focus, driving results, and ensuring accountability.

Responsibilities

  • Champion customers in achieving their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans and solutions.
  • Procure new business.
  • Expand sales of products and services with existing customers.
  • Work mainly on own leads.

About the Company

Old Mutual

Life insurance, asset management, and banking

Generating summary for Old Mutual.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1845

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