Financial Planning Expert
1 day ago
We are seeking self-motivated and dynamic individuals with a passion for entrepreneurship to join Old Mutual, one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers' lifetime goals by identifying their financial needs, providing sound advice, recommending, and implementing tailored financial plans and solutions.
Key Responsibilities:
- Champion customer lifetime goals through effective financial planning and advice.
- Identify and address customer financial needs through 'fit for purpose' financial plans and solutions.
- Develop and maintain relationships with customers to deliver exceptional service and support.
Requirements:
- Bachelor's Degree (B) or High School Diploma (Grade 12) in Accounting or related field.
- Proven experience in the financial services industry.
- Excellent communication and interpersonal skills.
Estimated Salary Range: R250,000 - R350,000 per annum, based on location and experience.
About Old Mutual: As a leading insurance company in Africa, we offer a range of products and services designed to meet our customers' diverse needs. We value innovation, teamwork, and excellence in everything we do.
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