Aspiring Financial Advisor: Craft Trusted Financial Plans

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

Job summary

Old Mutual Limited in Durban is seeking self-motivated financial advisors to champion customers’ lifetime goals by identifying needs and offering suitable plans. A dynamic, consultative selling approach will be used to build trust and long-term relationships with clients.

You will work with a leading African insurer, delivering sound financial advice and bespoke solutions to retail and corporate clients across key market segments.

Qualifications

• NQF Level 4 or equivalent required.
• Self-motivated and dynamic with an entrepreneurial spirit.
• Ability to identify financial needs and recommend suitable plans.

Responsibilities

• Champion customers by identifying their financial needs and providing fit-for-purpose financial plans.

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

Education

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

Job description

Old Mutual Limited in Durban is seeking self-motivated financial advisors to champion customers’ lifetime goals by identifying needs and offering suitable plans. A dynamic, consultative selling approach will be used to build trust and long-term relationships with clients.

You will work with a leading African insurer, delivering sound financial advice and bespoke solutions to retail and corporate clients across key market segments.