Overview
Associate Financial Advisor Entrant EPT EPT Jobs in Mossel Bay, South Africa at Old Mutual
Position: Associate Financial Advisor New Entrant EPT EPT
Old Mutual – Aspires to be a Financial Advisor
Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.
We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa’s leading insurance companies.
The role involves 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
Skills
Action Oriented
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Education
Bachelor’s Degree (B) or High School (Grade 12) (Required)
Closing Date
24 April 2025 23:59
The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.
Required Experience & Key Skills
Business Development
Estate Law
Sales Experience
Trusts
Wealth Management
Financial Services
Investment Experience
Military Experience
Securities Law
Customer Relationship Management
Financial Planning
Wills
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Title: Associate Financial Advisor Entrant EPT EPT
Company: Old Mutual
Location: Mossel Bay, South Africa
Category: Finance & Banking (Financial Consultant), Sales
