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Enterprise Financial Strategist

1 week ago

East London, Eastern Cape, South Africa Old Mutual Full time

About Us

Old Mutual is a leading insurance company in Africa, driven by a passion for the African opportunity.

We are seeking a self-motivated and dynamic individual to join our team as a Financial Advisor. The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending appropriate solutions.

Key Responsibilities

  1. Conduct thorough analysis of customer financial situations to identify areas for improvement.
  2. Provide expert financial guidance to customers, helping them make informed decisions about their financial futures.
  3. Develop and implement tailored financial plans that meet the unique needs of each customer.
  4. Maintain up-to-date knowledge of market trends and economic conditions to ensure timely and effective advice.

Required Skills and Qualifications

To succeed in this role, you will need a Bachelor's degree and a strong entrepreneurial spirit. You should be action-oriented, able to balance stakeholders' expectations, and possess excellent communication skills.