Senior Financial Strategist

3 weeks ago


Mossel Bay, Western Cape, South Africa Old Mutual Full time

Unlock Your Potential with Old Mutual

We are seeking a skilled and ambitious individual to join our team as a Financial Planning Specialist. As a key member of our sales team, you will be responsible for identifying and meeting the financial needs of our valued customers.

Key Responsibilities:

  • Develop and implement tailored financial plans to meet the unique needs of our customers
  • Provide expert advice on a range of financial products and services
  • Build and maintain strong relationships with existing customers to drive sales growth

Requirements:

  • Strong understanding of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

About Old Mutual:

Old Mutual is a leading insurance company with a strong presence in Africa. We are committed to helping our customers achieve their financial goals and live a more secure and prosperous life.



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