Lead Customer Relationships as a Financial Advisor

4 days ago


Rustenburg, North-West, South Africa Old Mutual South Africa Full time

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 Requirements

We 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

  1. Meet with customers to discuss their financial needs and goals.
  2. Provide expert advice on financial plans and solutions that meet customer objectives.
  3. Develop and maintain strong relationships with customers and stakeholders.
  4. Stay up-to-date with industry trends and regulatory requirements.
Qualifications

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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