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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-timeThohoyandou, South AfricaNo salary listedIn-person

About the Job

Requirements

  • NQF Level 4, Grade 12, a school-leaving certificate, a national or occupational certificate, or an equivalent qualification is required.
  • The position calls for customer trust-building, consultative and direct selling, customer-feedback management, customer focus and understanding, customer service, identifying sales opportunities, oral communication, probing questions, qualifying prospects, sales-data management, sales software, strategic selling, and strengthening customer relationships.
  • The role calls for being action-oriented, balancing stakeholders, building networks, collaborating, communicating effectively, maintaining customer focus, exercising decision quality, and ensuring accountability.

Responsibilities

  • Identify customers' financial needs.
  • Provide sound financial advice.
  • Recommend and implement fit-for-purpose financial plans and solutions.
  • Champion customers in achieving 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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