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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

  • Have 24 months of financial industry experience.
  • Hold a Senior Certificate (Matric/Grade 12/NQF Level 4) or equivalent school-leaving qualification.
  • Have completed the Regulatory Examination (RE5).
  • Have completed the relevant class of business requirements and CPD points.
  • Hold a valid driver's license.
  • Own or have access to a vehicle for work purposes.
  • Have a clear criminal record.

Responsibilities

  • Identify customers' financial needs and provide sound financial advice.
  • Recommend and implement 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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