Advancing Financial Adviser (Umhlanga/ Phoenix/ Verulam/ la Lucia)

Old Mutual; Durban; On-site; ZAR 200,000 - 400,000; Full time

Job summary

A leading financial services provider in Durban is looking for an experienced Financial Adviser to join their team. The ideal candidate will have excellent customer engagement skills and a minimum of 12 months of experience in financial services. The role requires strong consultative selling abilities and a valid driver's license. This opportunity aims to contribute to financial solutions tailored for clients. The closing date for applications is 29 November 2025.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of long-term Insurance Class of Business completion.

Skills

Consultative Selling

Customer Service

Sales Data Management

Evaluating Information

Identifying Customer Needs

Customer Feedback Management

Customer Understanding

Strengthening Customer Relationships

Sales Software

Oral Communications

Education

NQF Level 4 - Grade 12

Job description

Overview

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

29 November 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!

The Old Mutual Story!