Senior Financial Consultant
3 weeks ago
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
- Conduct thorough financial needs assessments to understand customers' goals and objectives.
- Develop and implement personalized financial plans to help customers achieve their goals.
- 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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