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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

  • Grade 12 or an equivalent school-leaving certificate, National Certificate, or Occupational Certificate at NQF Level 4.
  • Currently be in an existing role that the candidate wishes to retain while supplementing their value proposition and/or income by offering financial advice.
  • Access to an in-segment market and an existing network.
  • DOFA/Fit and Proper status.
  • A valid driver’s licence and own car.
  • A clear criminal and credit check.
  • Proven computer literacy and digital dexterity.
  • Excellent written and verbal communication skills.
  • Sound planning and organising abilities.
  • Ability to collate, analyse, and synthesise information.
  • Entrepreneurial mindset and sound business acumen.
  • Resilience and tenacity to stay the course.
  • Sales orientation.
  • Skills in building trust, consultative selling, customer focus, customer service, customer understanding, direct selling, identifying sales opportunities, oral communications, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships.
  • Competencies in being action-oriented, balancing stakeholders, building networks, collaborating, communicating effectively, customer focus, driving results, and ensuring accountability.

Responsibilities

  • Offer financial advice while retaining an existing role, supplementing the candidate’s value proposition and/or income.

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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