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Insurance and Finance Specialist

1 week ago

Witbank, Mpumalanga, South Africa Old Mutual Full time

As an Insurance and Finance Specialist, you will play a critical role in helping Old Mutual customers protect their assets and achieve their long-term goals.

You will be responsible for analyzing customer needs and developing personalized insurance and finance plans to meet their objectives.

In this role, you will have the opportunity to work with a diverse range of clients, from young professionals to families and retirees. You will need to possess excellent communication and interpersonal skills, as well as a deep understanding of insurance and finance products and services.

We are looking for a motivated and dynamic individual who is able to think critically and solve complex problems. If you are passionate about finance and committed to delivering exceptional customer service, we encourage you to apply.

Key Responsibilities
  • Analyze customer needs and develop personalized insurance and finance plans
  • Provide expert advice and guidance on insurance and finance products and services
  • Work closely with colleagues to deliver seamless customer experiences
  • Stay up-to-date with industry trends and developments