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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-timePretoria, South AfricaNo salary listedIn-person

About the Job

Requirements

  • NQF Level 5 Higher, Advanced or Occupational Certificate, or equivalent.
  • Demonstrate self-motivation and an entrepreneurial spirit.
  • Build trust, use consultative and direct selling, and identify sales opportunities.
  • Manage customer feedback and sales data, and use sales software.
  • Understand customers, qualify prospects, ask probing questions, and strengthen customer relationships.
  • Communicate orally and effectively, collaborate, build networks, balance stakeholders, exercise decision quality, take action, and ensure accountability.

Responsibilities

  • Identify customers' financial needs.
  • Provide sound financial advice.
  • Recommend and implement fit-for-purpose financial plans and solutions to help customers achieve 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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