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Old Mutual

Life insurance, asset management, and banking

Financial Adviser - Multiple Teams

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

About the Job

Requirements

  • A Grade 12 qualification or equivalent, including a school-leaving certificate, national certificate, or occupational certificate at NQF Level 4.
  • The candidate must currently be in an existing role they wish to retain while supplementing their value proposition and/or income by offering financial advice.
  • Access to an in-segment market and an existing network is required.
  • The candidate must meet DOFA and fit-and-proper requirements.
  • A valid driver's licence and own car are required.
  • The candidate must pass clear criminal and credit checks.
  • Proven computer literacy and digital dexterity are required.
  • The candidate must have excellent written and verbal communication skills, sound planning and organising abilities, and the ability to collate, analyse, and synthesise information.
  • An entrepreneurial mindset, sound business acumen, resilience, tenacity, and sales orientation are required.
  • Building trust, consultative selling, customer focus and understanding, customer service, direct selling, identifying sales opportunities, oral communication, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships are listed skills.
  • Action orientation, balancing stakeholders, building networks, collaboration, effective communication, customer focus, driving results, and accountability are listed competencies.

Responsibilities

  • Provide financial advice as a part-time Financial Adviser while the candidate retains their 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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