Financial Services Professional
4 semanas atrás
Job Summary:
Old Mutual Group is seeking a highly skilled and motivated Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.
Key Responsibilities:
- Provide personalized financial advice to clients, taking into account their individual needs and circumstances.
- Conduct thorough financial assessments to identify areas for improvement and develop tailored financial plans.
- Build and maintain strong relationships with clients, ensuring their ongoing financial well-being.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
- Collaborate with internal stakeholders to deliver exceptional client service and drive business growth.
Requirements:
- Senior Certificate (Matric / Grade 12 / NQF 4)
- Valid Driver's License with own vehicle or access to a vehicle
- Minimum of 3 years working experience in finance, banking, or insurance sector (advantageous)
- Clear credit and criminal records
- Fit and proper
What We Offer:
- Market competitive remuneration in the form of commission & advice fees
- Medical aid, group life, funeral, and disability cover
- Development coaching/mentoring and continuous learning programmes
About Us:
Old Mutual Group is a leading financial services provider, committed to helping individuals and businesses achieve their financial goals. We offer a range of financial products and services, including life insurance, investments, and retirement solutions.
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