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Financial Planning Professional

1 week ago

Cape Town, Western Cape, South Africa Old Mutual Part time
Company Overview

Old Mutual is a leading insurance company in Africa, committed to creating long-term value for our stakeholders.

We believe in the African opportunity and strive to be a force for good in the communities we serve.

Job Description

The successful candidate will be responsible for championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

This role involves working mainly on own leads, expanding sales of products and services with existing customers, and procuring new business.

Required Skills and Qualifications
  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Drives Results
  • Ensures Accountability
Closing Date Information

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Our organization values diversity and promotes inclusion in all its practices and procedures.