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Old Mutual

Life insurance, asset management, and banking

Financial Adviser

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timePietermaritzburg, 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.
  • Build trust and customer relationships; understand customer needs; provide customer service and manage customer feedback.
  • Use consultative, direct, and strategic selling; identify sales opportunities, qualify prospects, and ask probing questions.
  • Manage sales data and use sales software.
  • Demonstrate oral communication skills.

Responsibilities

  • Identify customers’ financial needs and provide sound financial advice.
  • Recommend and implement fit-for-purpose financial plans and solutions to 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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