The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice
Job Summary
The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
Responsibilities include recommending and implementing fit for purpose financial plans and solutions, procuring new business, and expanding sales with existing customers.
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.
Matching Summary
The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.