Aspiring Financial Advisor: Launch Your Client Impact

oldmutual; Durban; On-site; ZAR 350,000 - 600,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. The role focuses on identifying clients’ financial needs, providing trusted advice, and implementing tailored financial plans to help customers achieve lifelong goals.

Candidates should demonstrate consultative selling, direct client engagement, and a proactive approach to sales opportunities, with a strong focus on customer relationships and results.

Qualifications

• Must have completed Grade 12 or equivalent
• Ability to identify financial needs and provide guidance
• Strong consultative selling and customer management skills

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime goals and maintain relationships.

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

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. The role focuses on identifying clients’ financial needs, providing trusted advice, and implementing tailored financial plans to help customers achieve lifelong goals.

Candidates should demonstrate consultative selling, direct client engagement, and a proactive approach to sales opportunities, with a strong focus on customer relationships and results.