Financial Planning Specialist
4 days ago
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
Strong communication and interpersonal skills are essential for this role. Ability to work independently and meet sales targets is also critical.
BenefitsWe offer a competitive salary package, comprehensive training, and opportunities for career growth.
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