Financial Service Professional

4 days ago


Port Elizabeth, Eastern Cape, South Africa Old Mutual South Africa Full time

Old Mutual is a leading insurance company in Africa, passionate about empowering individuals and communities to achieve their lifetime goals.

About the Role:

This position involves working closely with customers to identify their financial needs and providing personalized advice to help them achieve their objectives.

Responsibilities:
  • Analyze customer data to determine their financial situation and goals
  • Develop and implement customized financial plans to meet customer needs
  • Provide ongoing support and guidance to ensure customers stay on track
  • Stay up-to-date with industry trends and regulatory requirements

Requirements:

  • Bachelor's degree in Finance, Economics, or related field
  • High school diploma (Grade 12) required
  • Strong analytical and problem-solving skills

We're committed to attracting and retaining top talent from diverse backgrounds.

Skills and Qualifications:
  1. Action Oriented
  2. Balances Stakeholders
  3. Builds Networks
  4. Collaborates
  5. Communicates Effectively
  6. Customer Focus
  7. Decision Quality
  8. Ensures Accountability


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