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Old Mutual

Life insurance, asset management, and banking

Financial Adviser

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Part-timeNo salary listedIn-person

About the Job

Requirements

  • Grade 12 or equivalent, such as an NQF Level 4 qualification, school-leaving certificate, or national or occupational certificate.
  • Currently be in an existing role that the candidate wants to retain while supplementing their value proposition and/or income by offering financial advice.
  • Have access to an in-segment market and an existing network.
  • Meet DOFA/Fit & Proper requirements.
  • Have a valid driver's licence and own car.
  • Pass a clear criminal and credit check.
  • Demonstrate computer literacy and digital dexterity.
  • Have excellent written and verbal communication skills.
  • Have sound planning and organising abilities.
  • Be able to collate, analyse, and synthesise information.
  • Demonstrate an entrepreneurial mindset and sound business acumen.
  • Demonstrate grit, resilience, and tenacity to stay the course.
  • Have a sales orientation.
  • Demonstrate building trust, consultative selling, customer focus, customer service, customer understanding, direct selling, identifying sales opportunities, oral communications, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships.
  • Demonstrate action orientation, stakeholder balancing, network building, collaboration, effective communication, customer focus, results orientation, and accountability.

Responsibilities

  • Offer financial advice on a part-time basis while retaining an existing role.

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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