Aspiring Financial Adviser (Morningside Durban)

EdUpStairs; Durban; On-site; ZAR 260,000 - 380,000; Full time

Job summary

Old Mutual in Durban is looking for self-motivated individuals with an entrepreneurial spirit to join Africa's leading insurance company as Financial Advisor. You will identify clients' financial needs and provide sound, fit-for-purpose plans and solutions to help them achieve lifetime goals.

The role emphasizes building trust, consultative selling, and exceptional customer service. Eligibility includes NQF Level 4 / Grade 12 and related qualifications, with applications closing on 30 March 2027

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs and provide sound financial advice and plans.
• Meet the stated education requirements and complete the required certificates.

Skills

Building Trust

Consultative Selling

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12

School leaving Certificate

National or Occupational Certificate or equivalent

Job description

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

• NQF Level 4 - Grade 12
• School leaving Certificate
• National or Occupational Certificate or equivalent

30 March 2027 , 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!