Strategic Financial Planning Specialist

6 days ago


Tzaneen, South Africa Old Mutual South Africa Full time
Job Description

We are seeking a highly motivated and dynamic individual to join our team as a Financial Advisor. As a key member of our sales team, you will be responsible for identifying and championing our valued customers' financial needs. This involves providing sound financial advice, recommending and implementing tailored financial plans and solutions to help them achieve their lifetime goals.

Our ideal candidate is self-motivated, action-oriented, and possesses excellent communication skills. They must be able to build strong relationships with customers, colleagues, and stakeholders to drive business growth and success.

The successful candidate will have a passion for entrepreneurship, a strong work ethic, and a willingness to continuously learn and develop their skills in the financial services industry.

Key Responsibilities:
  • Identify and pursue new business opportunities to drive revenue growth
  • Develop and maintain strong relationships with customers to understand their financial needs and provide tailored solutions
  • Provide expert financial advice and guidance to customers to help them make informed decisions
  • Collaborate with internal stakeholders to ensure seamless delivery of financial products and services

Required Skills and Qualifications:
  • Bachelor's degree or higher in a relevant field (e.g., finance, business, economics)
  • Strong knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Action-oriented and results-driven with a strong work ethic
  • Ability to build strong relationships with customers, colleagues, and stakeholders

Benefits:
  • Ongoing training and development opportunities
  • Competitive salary and bonus structure
  • Opportunities for career advancement and professional growth

About Us:
Old Mutual South Africa is a leading insurance company dedicated to helping individuals and businesses achieve their long-term goals. We offer a comprehensive range of financial products and services designed to meet the evolving needs of our customers.

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