Advancing Financial Adviser (Umhlanga/ La Lucia/ Phoenix/ Verulam/ KwaMashu and Surrounds)

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

Job summary

A leading financial services provider in Durban is seeking a Financial Adviser to join their team. The ideal candidate will possess at least 12 months of financial services experience and must complete Long-term Insurance qualifications. Responsibilities will focus on engaging with customers effectively to drive sales. Candidates should have excellent communication skills, entrepreneurial spirit, and a valid driver's license. This position offers an opportunity to grow within the firm while contributing to Africa's story.

Qualifications

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

Responsibilities

• Translate customer engagements into sales.
• Manage customer relationships effectively.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Sales Data Management

Strategic Selling

Education

NQF Level 4 - Grade 12

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.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 January 2026 , 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!