Financial Services Professional

2 months ago


Kimberley, British Columbia, Canada Old Mutual Life Assurance Company (SA) Ltd (PFA) Full time
Associate Financial Advisor (New Entrant) Role

We are seeking a dynamic and entrepreneurial individual to join our team as an Associate Financial Advisor.

As a key member of our team, you will be responsible for championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing tailored financial plans and solutions.

Key Responsibilities:

  1. Conduct thorough financial needs analyses to understand customers' goals and objectives.
  2. Develop and implement comprehensive financial plans and solutions to meet customers' needs.
  3. Provide ongoing support and guidance to customers to ensure they remain on track to achieve their financial goals.

Requirements:

  1. Bachelor's Degree in a relevant field.
  2. High School Diploma (Grade 12) or equivalent.

About Us:

Old Mutual Life Assurance Company (SA) Ltd (PFA) is a leading insurance company in Africa, committed to helping our customers achieve their financial goals. We are a diverse and dynamic organization that values innovation, teamwork, and customer satisfaction.



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