Lead Customer Relationships as a Financial Advisor
4 days ago
Empowering Customers to Achieve Their Goals
At Old Mutual South Africa, we believe in empowering individuals to take control of their financial futures. As a leading insurance company, we offer a wide range of products and services to help our customers achieve their goals.
Job RequirementsWe are seeking a highly motivated and dynamic individual to join our team as a Financial Advisor. This role involves working closely with customers to understand their financial needs and providing expert advice on financial plans and solutions.
Your Key Responsibilities
- Meet with customers to discuss their financial needs and goals.
- Provide expert advice on financial plans and solutions that meet customer objectives.
- Develop and maintain strong relationships with customers and stakeholders.
- Stay up-to-date with industry trends and regulatory requirements.
The minimum educational requirement for this role is a Bachelors Degree (B) or High School (Grade 12). Additionally, you should possess excellent communication and interpersonal skills, ability to work in a fast-paced environment, strong analytical and problem-solving skills, and self-motivation and dynamism.
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