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Financial Career Professional

2 weeks ago

Witbank, Mpumalanga, South Africa Old Mutual Full time

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join Old Mutual.

The role at a glance is about championing valued customers to achieve their lifetime goals by identifying 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 financial advice
  • Recommend and implement financial plans and solutions
  • Maintain strong relationships with customers to ensure long-term partnerships

Required Skills and Qualifications:

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability

Benefits:

  • Finding Financial Freedom with Personal Financial Advice
  • PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers
  • Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa

About Old Mutual:

  • Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this
  • We are committed to empowering our employees to achieve their full potential