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

Old Mutual South Africa; Durban; On-site; ZAR 150,000 - 300,000; Full time

Job summary

A leading financial services company is seeking a Financial Adviser in Durban. The ideal candidate will have at least 12 months of experience in financial services and be skilled in consultative selling. Responsibilities include engaging with customers to understand their financial needs and translating those interactions into successful sales. Applicants should hold a minimum Matric qualification and possess strong communication and analytical skills.

Qualifications

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

Responsibilities

• Engage with customers to understand and meet their financial needs.
• Translate customer engagements into sales.
• Manage ongoing relationships to strengthen customer trust.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Sales Software

Strategic Selling

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!