Experienced Financial Advisor

Old Mutual; East London; On-site; ZAR 200 000 - 300 000; Full time

Job summary

An established industry player is seeking dynamic individuals to join their team and drive customer success. This role focuses on providing tailored financial advice and developing strategic financial plans to meet customer needs. As a champion for clients, you will play a vital role in helping them achieve their lifetime goals. The company values diverse talent and offers a supportive environment where entrepreneurial spirits can thrive. If you are passionate about making a difference and have a proactive mindset, this opportunity is perfect for you.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are preferred.
• Strong communication and customer focus are essential.

Responsibilities

• Responsible for procuring new business and expanding sales.
• Work primarily 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

Competencies:

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

Education

Details about required education qualifications should be included here.

Closing Date

24 April 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.