Advancing Financial Adviser (Amanzimtoti)

Old Mutual; Durban; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Old Mutual seeks a Financial Adviser to provide personalized financial advice and holistic planning services. Key responsibilities include generating leads, building relationships, and ensuring client satisfaction through thorough financial strategies. Ideal candidates will have financial services experience and relevant qualifications, with an entrepreneurial mindset.

Qualifications

• Minimum of Matric or equivalent.
• 12 months’ financial services experience as a Financial Adviser is required.
• Completion of Long-term Insurance Class of Business.

Responsibilities

• Generate leads through prospecting, networking and relationship-building.
• Provide holistic financial advice using the 6-step financial planning process.
• Create comprehensive financial plans tailored to customers’ needs.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Evaluating Information

Identifying Sales Opportunities

Oral Communications

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Let's Write Africa's Story Together!

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

Key Role Deliverables

Personalised Financial Advice

• Generate leads through prospecting, networking and relationship-building.
• Meet with new customers to establish their financial goals
• Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
• Build and maintain strong relationships to ensure long-term customer retention.

Holistic Financial Planning

Create comprehensive financial plans tailored to customers’ needs, including:

• Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
• Saving for education and other goals
• Investing for retirement
• Planning at retirement
• Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
• Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
• Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.

Continuous Learning and Market Insights

• Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
• Conduct a goal conversation and complete an analysis before recommending a solution
• Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
• Maintain awareness of changes in the economic, political, and regulatory environment.

Qualifications and Experience

• A minimum of Matric or equivalent
• A minimum 12 months’ financial services experience as a Financial Adviser
• A minimum of Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

Other requirements

• A valid driver’s licence and own car
• A clear criminal and credit check
• Proven computer literacy
• Excellent communication skills (written and verbal)
• Sound planning and organising abilities
• Ability to collate, analyse and synthesise information
• Entrepreneurial mindset
• Sound business acumen
• Grit, resilience and tenacity
• Excellent listening skills with the ability to translate customer engagements into sales.

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

30 July 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!