Financial Service Professional
4 days ago
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:- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
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