Associate Financial Advider (New Entrant) (EPT) - Umhlanga/ Phoenix/ KwaMashu

Old Mutual; Durban; On-site; ZAR 250,000 - 450,000; Full time

Job summary

A leading financial services provider in Durban is seeking an Associate Financial Adviser to join their team. The successful candidate will have exceptional sales skills and a strong customer service background. This role involves building trust with clients and providing personalized financial solutions, requiring a Grade 12 education and strong communication abilities.

Qualifications

• Proven computer literacy and digital dexterity.
• Clear criminal and credit record.
• A valid driver’s license and own car.

Responsibilities

• Build and maintain customer relationships.
• Identify and pursue sales opportunities.
• Provide financial advice tailored to customer needs.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Orientation

Oral Communications

Identifying Sales Opportunities

Education

Grade 12 (Matric)

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Job description

Associate Financial Adviser (New Entrant) (EPT) - Umhlanga/ Phoenix/ KwaMashu

Apply locations: Durban

Posted on: Posted 3 Days Ago

Job requisition id: JR-67698

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Minimum Requirements

• Grade 12 (Matric)
• Clear criminal and credit record
• A valid driver’s license and own car
• Proven computer literacy and digital dexterity
• Excellent communication skills (written and verbal)
• Sound planning and organizing abilities
• Ability to collate, analyze, and synthesize information
• Entrepreneurial mindset
• Sound business acumen
• GRIT, resilience, and tenacity to stay the course
• Sales orientation

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 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

30 July 2025, 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!

Similar Jobs (5)

• Commissioned Financial Adviser (Stanger/ Ballito/ Tongaat)
• Commissioned Financial Adviser (Hillcrest/ Kloof/ Pinetown)
• Aspiring Financial Advisor (Phoenix, Umhlanga, La Lucia, Tongaat, KwaMashu)