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Old Mutual

Life insurance, asset management, and banking

Part Time Financial Adviser

Wealth Management & Financial AdvisoryPosted on Nov 5
Part-timeNo salary listedIn-person

About the Job

Requirements

  • Grade 12.
  • Currently in an existing role that the candidate wants 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 & Proper status.
  • A valid driver's licence and own car.
  • A clear criminal and credit check.
  • 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.
  • NQF Level 5 Higher, Advanced or Occupational Certificate, or equivalent.
  • Skills in building trust, consultative selling, customer focus, customer service, customer understanding, direct selling, identifying sales opportunities, oral communication, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships.
  • Competencies in action orientation, stakeholder management, network building, collaboration, effective communication, customer focus, driving results, and accountability.

Responsibilities

  • Offer financial advice to supplement the candidate's existing role 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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