Financial Planning Specialist

4 days ago


East London, Eastern Cape, South Africa Old Mutual Full time

About Old Mutual

At Old Mutual, we believe in the African opportunity and are committed to harnessing our diverse talent to drive growth.

We are seeking a self-motivated and dynamic individual to join our team as a Financial Planning Specialist.

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound advice, and recommending solutions.

Key Responsibilities
  • Procure new business opportunities
  • Expand sales of products and services with existing customers
  • Mainly work on own leads
Required Skills and Qualifications

Strong communication and interpersonal skills are essential for this role. Ability to work independently and meet sales targets is also critical.

Benefits

We offer a competitive salary package, comprehensive training, and opportunities for career growth.



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