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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-timeCape Town, South AfricaNo salary listedIn-person

About the Job

Requirements

  • Have 24 months of financial industry experience.
  • Have a Senior Certificate (Matric/Grade 12/NQF 4), school-leaving certificate, National or Occupational Certificate, or equivalent.
  • Have passed the Regulatory Examination (RE5).
  • Have completed relevant class-of-business requirements and Continuing Professional Development points.
  • Have a valid driver's license.
  • Have a personal vehicle or access to a vehicle for work purposes.
  • Have a clear criminal record.
  • Demonstrate building trust, consultative selling, customer focus and 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.
  • Demonstrate action orientation, stakeholder management, network building, collaboration, effective communication, customer focus, results orientation, and 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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