Associate Financial Advisor (New Entrant (EPT) - Umhlanga

Old Mutual; Durban; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a leading insurance company as an Associate Financial Advisor, where you will have the opportunity to empower clients to achieve their financial goals. This role is perfect for self-motivated individuals with a passion for consultative selling and customer service. You will be responsible for identifying financial needs, providing tailored advice, and implementing effective financial plans. With a strong emphasis on building trust and strengthening customer relationships, this position offers a dynamic environment where your entrepreneurial spirit can thrive. Embrace the challenge of helping clients navigate their financial futures in a supportive and innovative setting.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are ideal.
• Strong focus on customer service and consultative selling.

Responsibilities

• Champion customers to achieve their lifetime financial goals.
• Identify financial needs and provide sound financial advice.

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, Advanced or Occupational Certificate

Job description

Associate Financial Advisor (New Entrant (EPT) - Umhlanga)

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

Aspire to be a Financial Advisor

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and 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 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

30 May 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.

About the company

Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.