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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-timePretoria, South AfricaNo salary listedIn-person

About the Job

Requirements

  • NQF Level 5 higher, advanced, or occupational certificate, or equivalent.
  • Ability to build trust and provide consultative, direct selling and customer service.
  • Ability to understand customers, identify financial needs and sales opportunities, qualify prospects, and ask probing questions.
  • Ability to manage sales data and use sales software.
  • Ability to strengthen customer relationships and communicate orally.
  • Ability to balance stakeholders, collaborate, build networks, communicate effectively, drive results, and ensure accountability.

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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