Experienced Financial Advisor

Old Mutual; Vredendal; On-site; ZAR 300 000 - 600 000; Full time

Job summary

Old Mutual is seeking an Experienced Financial Advisor in Vredendal to join its dynamic team. This role focuses on delivering tailored financial advice to clients, helping them achieve their financial goals. Candidates should be self-motivated with strong interpersonal skills and a passion for customer service.

Responsibilities

• Procure 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

Job description

Experienced Financial Advisor page is loaded

Experienced Financial Advisor

Apply locations Vredendal | Time type: Full time | Posted on: Posted 3 Days Ago | Job requisition id: JR-61572

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 with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

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

Responsibilities:

1. Procure new business
2. Expand sales of products and services with existing customers
3. Work mainly on own leads

Skills and Competencies:

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

Qualifications:

Education details to be specified.

Closing Date: 19 June 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.

The Old Mutual Story!

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