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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

  • Senior Certificate (Matric / Grade 12 / NQF 4) or equivalent education.
  • 24 months of financial industry experience.
  • Regulatory Examination/RE5 qualification.
  • Class of business/CPD points.
  • A valid driver's license.
  • Own or have access to a vehicle for work purposes.
  • Must have a clear criminal record.
  • Skills include building trust, consultative selling, customer focus, customer 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.
  • Competencies include action orientation, balancing stakeholders, building networks, collaboration, effective communication, customer focus, driving results, 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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