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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 equivalent, such as an NQF Level 4 school-leaving certificate or national or occupational certificate.
  • Currently hold 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.
  • Pass clear criminal and credit checks.
  • Computer literacy and digital dexterity.
  • Excellent written and verbal communication skills.
  • Planning and organising abilities.
  • Ability to collate, analyse, and synthesize information.
  • Entrepreneurial mindset and sound business acumen.
  • Resilience and tenacity to stay the course.
  • Sales orientation.
  • Ability to build trust, consultatively sell, focus on customers, provide customer service, understand customers, sell directly, identify sales opportunities, ask probing questions, qualify prospects, manage sales data, use sales software, sell strategically, and strengthen customer relationships.
  • Ability to act, balance stakeholders, build networks, collaborate, communicate effectively, focus on customers, drive results, and ensure accountability.

Responsibilities

  • Offer financial advice on a part-time basis while retaining an existing role.

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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