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Old Mutual

Life insurance, asset management, and banking

Aspiring Financial Adviser

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

About the Job

Requirements

  • NQF Level 4, Grade 12, a school-leaving certificate, a national or occupational certificate, or equivalent is required.
  • The role calls for customer focus, customer understanding, customer service, consultative and direct selling, identifying sales opportunities, qualifying prospects, strategic selling, managing customer feedback and sales data, using sales software, asking probing questions, oral communication, building trust, and strengthening customer relationships.
  • The posting describes candidates as self-motivated and dynamic, with an entrepreneurial spirit.

Responsibilities

  • Identify customers' financial needs.
  • Provide sound financial advice.
  • Recommend and implement fit-for-purpose financial plans and solutions.
  • Help customers achieve their lifetime goals.

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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