Job Description
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about 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.
Role Description
This is a Personal Financial Adviser role based in Groblersdal / Marble Hall. The Personal Financial Adviser will engage with individual and business clients to assess their financial needs, goals, and risk profiles, and provide tailored advice on savings, investments, retirement planning, insurance, and estate planning solutions. Day‑to‑day responsibilities include meeting with clients in person, conducting financial needs analyses, preparing and presenting financial plans, and recommending suitable Old Mutual products. The role also involves m...