Financial Services Professional

3 days ago


Port Elizabeth, Eastern Cape, South Africa Old Mutual South Africa Full time

Empowering Customers:

At Old Mutual South Africa, we're dedicated to helping our customers achieve their lifetime goals. As a Commissioned Financial Advisor, you'll play a vital role in providing expert financial guidance and support to empower them to make informed decisions.

Your primary responsibility will be to identify customer needs, provide sound advice, and recommend suitable financial plans and solutions. This requires a deep understanding of our products and services, as well as exceptional interpersonal skills to build strong relationships with customers.

Key Responsibilities:

  1. Develop and implement effective financial strategies for customers
  2. Foster strong relationships with existing customers to expand sales and service offerings
  3. Identify new business opportunities and pursue them proactively

Essential Skills and Competencies:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively
  • Results-driven approach with a focus on customer satisfaction
  • Continuous learning and professional development


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