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Experienced Financial Planner
2 months ago
Unlocking Africa's Financial Potential
Old Mutual Limited is a leading insurance company that believes in the African opportunity and values diversity in its talent pool.
Aspire to be a Financial Services Specialist
We are seeking self-motivated and dynamic individuals with a passion for entrepreneurship to join our team. The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing tailored financial plans and solutions.
Key Responsibilities:
- Conduct thorough financial needs analysis to understand customers' goals and objectives.
- Develop and implement comprehensive financial plans and solutions to meet customers' needs.
- Provide ongoing financial advice and guidance to customers to ensure they remain on track to achieve their goals.
Requirements:
- Bachelor's Degree in a relevant field.
- High School Diploma (Grade 12) or equivalent.
Company Overview:
Old Mutual Limited is a leading insurance company that offers a range of financial services to individuals and businesses across Africa. We are committed to helping our customers achieve their financial goals and build a better future for themselves and their families.
