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Financial Services Expert

1 week ago

Durban, KwaZulu-Natal, South Africa Old Mutual Full time

At Old Mutual, we're looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

About Us

We're a firm believer in the African opportunity and our diverse talent reflects this.

Our role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

Key Responsibilities
  • Identify customer financial needs and provide tailored advice
  • Develop and implement financial plans and solutions
  • Maintain strong relationships with customers and stakeholders
Requirements
  • Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Decision Quality, Ensures Accountability
  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent