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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

  • The candidate must have Grade 12 or an equivalent NQF Level 4, school-leaving, national, or occupational certificate.
  • The candidate must currently hold another role that they intend to retain while supplementing their value proposition or income with financial advice.
  • The candidate must have access to an in-segment market and an existing network.
  • The candidate must meet DOFA and Fit and Proper requirements.
  • The candidate must hold a valid driver's licence and own a car.
  • The candidate must pass clear criminal and credit checks.
  • The candidate must demonstrate computer literacy and digital dexterity.
  • The candidate must have planning and organising abilities, and the ability to collate, analyse, and synthesize information.
  • The candidate must have an entrepreneurial mindset, sound business acumen, resilience, tenacity, and a sales orientation.
  • The candidate must demonstrate 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.

Responsibilities

  • Provide 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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