Commissioned Financial Advisor (OMAO)

Lets Write Africa's Story Together!

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

Job Description

Minimum Requirements:

• Grade 12 (a minimum of 23 points)

• A minimum of three years’ related experience in business management, insurance or financial services and markets sector,

OR a degree (NQF Level 7) in business or commercial fields will be an added advantage

• Namibian Citizenship.

• Valid driver’s license will be an added advantage.

• Ability to leverage existing high net worth networks.

• Above average numerical ability and the ability to present solutions to clients.

• Computer literacy.

• Willingness to work for commission.

• Well presented with a high degree of professionalism.

• A police clearance certificate, not older than 3 months

Duties & Responsibilities:

•Assists clients in achieving their financial goals by providing financial advice and relevant solutions to individual, corporate and institutional clients.

•Offers advice in adherence to the customer value proposition and compliance framework.

•Develops, tracks and reviews business plan to meet individual performance targets.

•Prospects in allocated markets.

•Offers specific range of products.

•Manage a portfolio of existing clients.

•Manage client product holding across a portfolio of Old Mutual solutions.

•Retain existing business.

•Build and manage exceptional client relationships.

Skills

Education

Closing Date

01 September 2024

The Old Mutual Story!

JR-54491