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

Old Mutual; Durban; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Old Mutual seeks an Associate Financial Adviser in Durban, focusing on customer sales and relationship management. Candidates should possess a Grade 12 certification and display strong communication skills, resilience, and a sales-oriented mindset. This role involves advising clients and successfully managing their financial needs within the community.

Qualifications

• Grade 12 (Matric) required.
• Clear Criminal and Credit Record.
• Proven computer literacy and digital dexterity.
• Excellent communication skills, both written and verbal.

Responsibilities

• Provide financial advice and support to clients.
• Build and maintain trust and relationships with clients.
• Identify and pursue sales opportunities within given territories.

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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Associate Financial Adviser (New Entrant) (EPT) - Umhlanga/ Phoenix/ KwaMashu/ Tongaat page is loaded

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

Apply locations Durban posted on Posted 8 Days Ago job requisition id JR-67697

Let's Write Africa's Story Together!

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

Grade 12(Matric)
Clear Criminal and Credit Record
A valid Driver’s licence and own car
A clear criminal and credit check
Proven computer literacy and digital dexterity
Excellent communication skills (written and verbal)
Sound planning and organising abilities
Ability to collate, analyse 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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

NQF Level 5 - Higher, Advance 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!

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