Senior Financial Consultant

3 weeks ago


Bloemfontein, Orange Free State, South Africa Old Mutual Full time

Unlock Your Potential as a Financial Advisor

At Old Mutual, we believe in the power of financial expertise to transform lives. As a Financial Advisor, you will play a vital role in helping our valued customers achieve their lifetime goals.

About the Role

We are seeking a self-motivated and dynamic individual with a passion for entrepreneurship to join our team. As a Financial Advisor, you will be responsible for identifying customers' financial needs, providing sound financial advice, and recommending tailored financial plans and solutions.

Key Responsibilities

  1. Conduct thorough financial needs assessments to understand customers' goals and objectives.
  2. Develop and implement personalized financial plans to help customers achieve their goals.
  3. Provide ongoing support and guidance to customers to ensure they stay on track with their financial plans.

Requirements

Bachelor's Degree (B) or High School (Grade 12) required. If you have a passion for finance and a drive to succeed, we encourage you to apply.



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