Advancing Financial Adviser

Mutual Fund

Polokwane, South Africa
Consultative selling
Customer service
Customer relationship management
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this

Job Summary

  • Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
  • Advancing Financial Advisers provide advice on a specific range of products to an allocated market and are individually accountable for achieving results through their own efforts.
  • 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.

Matching Summary

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Skills & Requirements

Must-have

  • Consultative Selling
  • Customer Service
  • Customer Relationship Management
  • Operational Compliance
  • Sales Opportunities Creation
  • Data Exploration

Nice-to-have

  • Customer Feedback Management
  • Customer-Focused
  • Evaluating Information
  • Oral Communications
  • Strengthening Customer Relationships
  • Building Networks

Key Requirements

  • NQF Level 5 or equivalent qualification
  • Employment Equity designated group
  • Compliance with regulatory codes

Work Rights

Not specified

Tailored Resume

Cover Letter