Old Mutual Limited

Commissioned Financial Adviser, Newcastle / Vryheid and Surrounds

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: NewcastleSouth Africa

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About the role

  • Championing our valued customers to achieve their lifetime goals
  • Identifying their financial needs
  • Providing sound financial advice
  • Recommending and implementing financial plans and solutions
  • Responsible for the procurement of new business
  • Expand sales of products and services with existing customers

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
  • Professional development opportunities
Applicant Tracking System Keywords

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Soft Skills
customer advocacyfinancial advisingsales expansionneeds identificationsolution implementation
Certifications
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate