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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-timeKnysna, South AfricaNo salary listedIn-person

About the Job

Requirements

  • Senior Certificate (Matric / Grade 12 / NQF 4).
  • At least 24 months of financial industry experience.
  • Regulatory Examination (RE5).
  • Class of business and continuing professional development (CPD) points.
  • A valid driver's license.
  • Own a vehicle or have access to a vehicle for work purposes.
  • Clear criminal record.

Responsibilities

  • Champion 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.
  • 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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