Old Mutual Limited

Commissioned Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Theunissen • South Africa

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About the role

  • Championing our valued customers to achieve their lifetime goals by identifying their financial needs
  • Providing sound financial advice
  • Recommending and implementing "fit for purpose" financial plans and solutions
  • Responsible for the procurement of new business
  • Expand sales of products and services with existing customers
  • Work mainly on own leads

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
financial advicecustomer advocacysales expansionbusiness procurement
Certifications
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate