Advancing Financial Adviser (Morningside Durban)
Old Mutual Limited(2 months ago)
About this role
As a Financial Adviser at Old Mutual, you will engage with clients to provide tailored financial solutions and assist them in navigating their financial journeys. The role emphasizes the importance of an entrepreneurial mindset and effective communication skills to strengthen customer relationships and drive sales success in the financial services sector.
Required Skills
- Consultative Selling
- Customer Service
- Sales Data Management
- Customer Understanding
- Strategic Selling
Qualifications
- Matric or Equivalent
- Long-term Insurance Class of Business Completion
- Investment Class of Business
- Regulatory Examination 5 (RE5)
About Old Mutual Limited
oldmutual.comOld Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers.
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