About Company
Old Mutual Zimbabwe is a distinguished and leading financial services group with a rich heritage of over 175 years, committed to helping individuals, businesses, and communities thrive by enabling their financial prosperity. As a pillar of stability and innovation in the Zimbabwean financial landscape, Old Mutual offers a comprehensive range of solutions including life assurance, asset management, banking, and general insurance. We are deeply invested in the growth and development of Zimbabwe, empowering our people and fostering a culture of excellence, integrity, and client-centricity. Our purpose is to champion mutually positive futures every day, making a tangible difference in the lives of our customers and the broader economy.
Job Description
Are you a highly motivated and results-driven individual with a passion for helping people achieve their financial goals? Old Mutual Zimbabwe is seeking an ambitious and dedicated Financial Advisor to join our dynamic team in Mutare, Manicaland Province. In this crucial role, you will be at the forefront of our mission to deliver tailored financial solutions and exceptional service to our valued clients. As a Financial Advisor, you will be responsible for building and nurturing strong client relationships, understanding their unique financial circumstances, and expertly guiding them through our diverse portfolio of investment, savings, insurance, and retirement planning products. This is an unparalleled opportunity to make a significant impact on individuals’ financial well-being, contribute to the growth of a leading financial institution, and advance your career within a supportive and progressive environment. We are looking for someone who is not only adept at sales and financial planning but also possesses an unwavering commitment to ethical practices and client satisfaction. If you are eager to leverage your expertise to empower clients towards a secure financial future, we invite you to become a part of the Old Mutual family and help us build a legacy of success in Manicaland.
Key Responsibilities
- Conduct thorough financial needs analyses for prospective and existing clients to understand their financial objectives, risk tolerance, and current situation.
- Develop and present comprehensive, personalized financial plans that align with client goals, utilizing Old Mutual’s extensive product suite including investments, insurance, retirement annuities, and savings solutions.
- Actively prospect for new clients through networking, referrals, and community engagement initiatives to expand your client base and achieve sales targets.
- Maintain ongoing relationships with clients, providing regular reviews of their financial plans, adapting strategies as their circumstances evolve, and ensuring continued satisfaction.
- Achieve and exceed agreed-upon sales targets and key performance indicators (KPIs) for product sales, client retention, and activity levels.
- Stay current with financial market trends, economic indicators, and regulatory changes to provide informed and up-to-date advice to clients.
- Ensure strict adherence to all Old Mutual internal policies, industry regulations, and ethical guidelines, maintaining the highest standards of professionalism and compliance.
- Participate in ongoing training and development programs to enhance product knowledge, sales skills, and professional accreditation.
- Prepare accurate client documentation, proposals, and reports, ensuring all administrative tasks are completed efficiently and correctly.
Required Skills
- Minimum of 2 years of proven experience in financial advisory, sales, or a related client-facing role within the financial services industry.
- Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport and trust with a diverse client base.
- Strong sales acumen with a demonstrated track record of achieving and exceeding targets.
- Sound understanding of financial planning principles, investment products, life insurance, and retirement solutions.
- Highly self-motivated, results-oriented, and able to work independently as well as part of a team.
- Excellent analytical and problem-solving abilities to assess client needs and tailor appropriate solutions.
- High level of integrity, professionalism, and ethical conduct.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and comfortable with financial planning software.
Preferred Qualifications
- A Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- Possession of relevant professional certifications such as Certificate of Proficiency (COP) or equivalent.
- Existing client portfolio or established network within the Manicaland Province.
- Valid driver's license and access to reliable transport.
Perks & Benefits
- Highly competitive commission structure and performance-based incentives.
- Comprehensive training and continuous professional development opportunities.
- Access to a wide range of Old Mutual's industry-leading financial products and resources.
- Medical aid and pension benefits.
- Opportunities for career advancement and growth within a reputable and established financial institution.
- A supportive work environment that values collaboration, innovation, and employee well-being.
- Recognition and reward programs for high performers.
How to Apply
If you are ready to take on this exciting challenge and contribute to the success of Old Mutual Zimbabwe, we encourage you to apply by clicking on the application link below. Please ensure your resume highlights your relevant experience, skills, and qualifications that align with this role. We look forward to reviewing your application.