Results-Driven Wealth Management Consultant

4 days ago


Cape Town, Western Cape, South Africa Old Mutual South Africa Full time
Job Title: Commissioned Financial Advisor
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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