Aspiring Financial Adviser

Old Mutual; Durban; On-site; ZAR 250,000 - 500,000; Full time

Job summary

Old Mutual, a leading African insurance company, seeks self-motivated individuals for the role of Financial Adviser. In this position, you will be tasked with identifying customer financial needs, providing expert advice, and implementing tailored financial solutions. The ideal candidate will possess strong consultative selling skills and a Matriculation Certificate, aiming to help customers achieve their lifetime financial goals.

Qualifications

• Strong consultative selling skills required.
• Experience in customer service and direct selling is essential.
• Education required: Matriculation Certificate.

Responsibilities

• Identify financial needs and provide sound financial advice.
• Implement 'fit for purpose' financial plans and solutions.
• Champion customers to achieve their financial goals.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Software

Strategic Selling

Education

Matriculation Certificate (Matric)

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.

Aspire to be a Financial Adviser

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

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and 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

Matriculation Certificate (Matric) (Required)

Closing Date

29 June 2025, 23:59

Note: 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!