Associate Financial Advisor

Old Mutual; Worcester (MA); On-site; USD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking company that champions the African opportunity! As an Associate Financial Advisor, you'll empower customers to achieve their financial dreams by providing tailored advice and solutions. This role is perfect for self-motivated individuals with an entrepreneurial spirit who thrive in a collaborative environment. With a focus on effective communication and customer satisfaction, you'll play a vital role in helping clients navigate their financial journeys. If you're ready to make a difference and grow within a dynamic team, this opportunity is for you!

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are preferred.
• Candidates should possess strong communication and customer service skills.

Responsibilities

• Champion customers to achieve their lifetime financial goals.
• Identify financial needs and provide sound financial advice.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelor's Degree

High School (Grade 12)

Job description

Associate Financial Advisor

Apply locations: Worcester | Time type: Full time | Posted on: Posted 2 Days Ago | Job requisition id: JR-63426

Join Us in Writing Africa's Story!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Aspiring to Be a Financial Advisor

We are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

This role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable financial plans and solutions.

Skills and Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Educational Requirements

Bachelor's Degree (B) or High School (Grade 12) (Required)

Application Deadline

15 May 2025, 23:59

Note: The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

About Old Mutual

Discover more about our story and values.

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