Experienced Financial Advisor

Old Mutual; Cape Town; On-site; ZAR 30 000 - 90 000; Full time

Job summary

Join a leading African insurance company that champions customer success and financial well-being. This role is perfect for self-motivated individuals with an entrepreneurial spirit who thrive on building relationships and delivering results. You'll be responsible for identifying customer needs, providing tailored financial advice, and implementing effective financial plans. This dynamic environment encourages proactive engagement and offers the opportunity to make a meaningful impact on clients' lives. If you're ready to take on the challenge and help shape Africa's financial future, this is the role for you!

Qualifications

• Self-motivated individuals with a passion for entrepreneurship.
• Strong communication and customer focus skills are essential.

Responsibilities

• Responsible for procuring new business and expanding sales.
• Work mainly on own leads to achieve financial goals.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Job description

Let's Write Africa's Story Together!

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

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Responsibilities

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Skills

Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability

Education

Details regarding education requirements are not specified.

Closing Date

27 March 2025, 23:59

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.