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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-timeNo salary listedIn-person

About the Job

Requirements

  • Applicants must have NQF Level 4—Grade 12, a school-leaving certificate, a National or Occupational Certificate, or an equivalent qualification.
  • Applicants should demonstrate the listed competencies: action orientation, balancing stakeholders, building networks, collaboration, effective communication, customer focus, decision quality, and accountability.
  • The listed sales and customer-service capabilities include building trust, consultative and direct selling, customer feedback management, customer understanding and service, identifying sales opportunities, oral communication, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships.

Responsibilities

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

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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