O

Old Mutual

Life insurance, asset management, and banking

Aspiring Financial Adviser

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • NQF Level 5 Higher, Advanced, or Occupational Certificate, or equivalent.
  • Ability to build trust, conduct consultative and direct selling, manage customer feedback, and maintain a customer-focused approach.
  • Ability to understand customers, identify sales opportunities, ask probing questions, qualify prospects, and manage sales data using sales software.
  • Ability to use strategic selling and strengthen customer relationships.

Responsibilities

  • Champion customers in achieving their lifetime goals by identifying their financial needs.
  • Provide sound financial advice and recommend and implement fit-for-purpose financial plans and solutions.

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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