Business Financial Consultant Lead

1 month ago


Pretoria, Gauteng, South Africa Old Mutual Full time

Africa's Future in Finance



Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.



We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.



The role at a glance involves championing valued customers to achieve their lifetime goals by identifying financial needs, providing sound financial advice, recommending, and implementing appropriate financial plans and solutions.



About Us

As a Business Financial Consultant Lead, you will be part of a team that aspires to be at the forefront of finance in Africa.



Our goal is to empower individuals and communities to make informed financial decisions and achieve their long-term goals.



With a Bachelors Degree (B) or High School (Grade 12) required qualification, you will play a crucial role in shaping the future of finance in Africa.



Key Responsibilities


  • Identify customer financial needs and provide expert financial advice
  • Develop and implement tailored financial plans and solutions
  • Promote Old Mutual's products and services to valued customers
  • Foster strong relationships with clients to understand their financial goals and objectives


Requirements

To be successful in this role, you must possess:




  • A passion for entrepreneurship and innovation
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • A minimum of a Bachelors Degree (B) or High School (Grade 12)


Salary and Benefits

The estimated salary for this role is R800,000 per annum, depending on experience and qualifications.



Additionally, you will enjoy a range of benefits, including comprehensive health insurance, retirement plan, and paid time off.



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