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Old Mutual

Life insurance, asset management, and banking

Aspiring Financial Adviser

Wealth Management & Financial AdvisoryUpdated on Nov 13
Full-timePretoria, South AfricaNo salary listedIn-person

About the Job

Requirements

  • NQF Level 5 Higher, Advanced or Occupational Certificate, or equivalent.
  • Demonstrate trust-building, consultative and direct selling, customer feedback management, customer focus and understanding, customer service, identifying sales opportunities, oral communication, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships.
  • Demonstrate action orientation, stakeholder management, network building, collaboration, effective communication, customer focus, decision quality, and accountability.
  • Appointment is subject to the designated group requirements in line with Old Mutual South Africa's Employment Equity Plan and the relevant business unit.

Responsibilities

  • Champion valued customers in achieving their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing 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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