Aspiring Advisers - Morningside (NG)

Old Mutual South Africa; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance firm is seeking a self-motivated Financial Advisor to help customers achieve their lifetime financial goals. This involves identifying their financial needs, providing expert advice, and designing tailored financial solutions. Ideal candidates should have an entrepreneurial spirit and at least an NQF Level 5 qualification. This role emphasizes building trust and effective customer service in a dynamic environment. Closing date for applications is December 30, 2025.

Responsibilities

• Champion customers to achieve their lifetime goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Direct Selling

Sales Data Management

Sales Software

Strengthening Customer Relationships

Education

NQF Level 5 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.

Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer-Focused
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

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

Closing Date

30 December 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!