Onsite Commissioned Financial Adviser – Mthatha and Surrounds

Posted 4 days ago

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About the role

  • Financial Adviser helping customers by providing financial plans and solutions. Managing customer relationships and expanding sales of products and services.

Responsibilities

  • 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
  • Responsible for the procurement of new business
  • Expand sales of products and services with existing customers
  • Work mainly on own leads

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Benefits

  • 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.

Job title

Commissioned Financial Adviser – Mthatha and Surrounds

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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