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Old Mutual

Life insurance, asset management, and banking

Aspiring Financial Adviser

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeDurban, South AfricaNo salary listedIn-person

About the Job

Requirements

  • Demonstrate self-motivation and an entrepreneurial spirit.
  • Have NQF Level 4, Grade 12, a school-leaving certificate, a national or occupational certificate, or equivalent.
  • Use consultative and direct selling, identify sales opportunities, qualify prospects, and ask probing questions.
  • Manage customer feedback and sales data using sales software.
  • Build trust, understand customer needs, focus on customer service, and strengthen customer relationships.
  • Communicate orally and collaborate effectively; balance stakeholders, build networks, act decisively, make sound decisions, and ensure accountability.

Responsibilities

  • Identify customers’ financial needs.
  • Provide sound financial advice.
  • Recommend and implement fit-for-purpose financial plans and solutions.
  • Champion customers in achieving their lifetime goals.

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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