Old Mutual Limited

Financial Planning and Analysis

• Provide personal financial advice to clients
• Assist in building strong customer relationships
• Conduct market research to identify customer needs and preferences
• Maintain accurate records of client interactions and transactions

Advancing Financial Adviser

• Advise clients on financial products and services
• Build and maintain client relationships
• Achieve sales targets and business goals
• Stay updated with industry trends and compliance standards
• Provide exceptional customer service and financial advice

• Build and strengthen customer relationships
• Provide financial advice to clients
• Identify and qualify sales opportunities
• Collate, analyse and synthesise financial information

Part Time Financial Adviser

• Part-time Financial Adviser managing financial advice and client relationships

• Provide financial advice to clients
• Supplement current income while retaining existing employment
• Utilise in-segment market and personal network for client acquisition

• Offer financial advice
• Supplement value proposition and/or income
• Build from an unmatched foundation of established, multinational, and diverse financial services

• Offer financial advice
• Build relationships with clients
• Collate, analyse and synthesize information for clients

• Advise clients on financial products and services
• Build and maintain client relationships
• Develop a financial plan tailored to clients' needs
• Stay up-to-date with industry trends and regulations
• Achieve sales targets and performance metrics
• Collaborate with team members to enhance client services

Financial Adviser

• Provide financial advice
• Supplement income by offering financial advice
• Meet client needs through consultations

• Providing financial advice to clients
• Building and maintaining client relationships
• Understanding client needs and offering suitable products
• Meeting sales targets and performance metrics

• Advise clients on financial products
• Develop and maintain client relationships
• Analyze clients' financials and identify needs
• Provide tailored financial solutions

• 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
• procuring new business
• expanding sales of products and services with existing customers

Commissioned Financial Adviser, Westville, Chesterville, Sherwood, Durban

• Advise clients on financial services and products
• Assist clients in establishing and achieving their financial goals
• Build and maintain relationships with clients
• Manage and grow client portfolios
• Conduct thorough market analysis to identify opportunities

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

Commissioned Financial Adviser

• Championing our valued customers to achieve their lifetime goals
• 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