Aspiring Financial Adviser (Morningside Durban)

Old Mutual South Africa; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join their team as aspiring Financial Advisors in Durban. The role focuses on identifying clients' financial needs, delivering sound financial advice, and implementing fit-for-purpose plans and solutions to help customers achieve their lifetime goals.

The position emphasizes consultative selling, customer focus, and proactive opportunity identification. Training and progression within a leading African insurance company are offered.

Qualifications

• NQF Level 4 or higher equivalent required.
• Strong sales and advisory mindset.
• Ability to identify client needs and propose financial solutions.

Responsibilities

• Champion customers to achieve lifetime goals by identifying their financial needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 October 2026 , 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!