Results-Driven Wealth Management Consultant
4 days ago
Job Type: Full-time
Location: Cape Town
About Us
Old Mutual South Africa is a leading insurance company with a long history of serving the financial needs of Africans.
We pride ourselves on our commitment to innovation, excellence, and customer satisfaction.
Job Summary
The Commissioned Financial Advisor plays a critical role in championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending tailored financial plans and solutions.
This role requires a high level of expertise, creativity, and enthusiasm to deliver exceptional results.
Responsibilities
Pursue new business opportunities
Expand sales of products and services with existing customers
Work mainly on own leads
Requirements
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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