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Professional Financial Advisor

2 months ago

Bloemfontein, Orange Free State, South Africa Old Mutual Full time

Transforming Lives through Financial Guidance

At Old Mutual, we believe in empowering individuals to achieve their financial goals. As a Poly-jobber (EPT), you will play a vital role in championing our valued customers by identifying their financial needs and providing expert advice.

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

Key Responsibilities:

  • Financial needs assessment and advice
  • Recommendation and implementation of tailored financial plans
  • Business development and relationship management

Requirements:

Education and Skills:

What We Offer: