Salaried Financial Advisor (OMAO)

Posted Yesterday
Be an Early Applicant
Outapi, Omusati
Junior
Fintech • Payments • Financial Services
The Role
The Financial Advisor assists clients in achieving their financial goals by providing tailored financial advice and solutions. They prospect for new clients, manage existing client portfolios, and promote a range of insurance and investment products while maintaining compliance standards.
Summary Generated by Built In

Lets Write Africa's Story Together!

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

Job Description

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Minimum Requirements...

  • Namibian Citizenship
  • Grade 12 with commercial or business-related subjects and a minimum of 3 years’ experience as an insurance intermediary or related experience in the financial services or, grade 10 with commercial or business-related subjects and a minimum of five years’ experience as an insurance intermediary or related experience in the financial services and markets sector
  • A clear criminal and credit check
  • Ability to work under pressure whilst still maintaining a professional image
  • Good planning, organising and time-management skills
  • Computer literacy (MS Office Suite)
  • Proactive and passionate about sales
  • Outstanding networking skills
  • Good interpersonal and communications skills
  • Self-starter and team player
  • Valid Driver’ license
  • Having a vehicle will be an added advantage

Duties and responsibilities...

  • Assists existing and prospective clients in achieving their financial goals by providing relevant and appropriate financial advice, superior solutions and services to individual clients as per customer’s personal and financial circumstances and their goals or dreams for the future
  • Offers financial advice in adherence with the customers value proposition and compliance framework
  • Consistently develops, tracks and reviews business plan to meet individual performance targets
  • Prospects in allocated markets
  • Offers specific range of insurance products, investments, study, funeral and life covers
  • Manage client product holding across a portfolio of Old Mutual solutions
  • Build and manage exceptional client relationships

Skills

Competencies

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

Closing Date

21 February 2025 , 23:59

The Old Mutual Story!

The Company
Gauteng
12,448 Employees
On-site Workplace

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.

Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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