Branch Financial Adviser (Phoenix Plaza)

Old Mutual; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Durban seeks a Financial Advisor. This role involves advising clients and building relationships in the financial sector. Applicants must have at least a Grade 12 qualification and 3 years of experience in finance or insurance. The position offers training, a living allowance during the training period, and competitive commission-based remuneration, along with medical benefits.

Benefits

Living Allowance during training

Competitive remuneration

Medical Aid

Group Life Cover

Funeral and Disability cover

Development coach/mentor

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4).
• A valid Driver’s License with access to a vehicle.
• Minimum of 3 years working experience in Finance, Banking or insurance.

Responsibilities

• Perform duties as a Personal Financial Adviser.
• Develop networks and build relationships.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

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

Let's Write Africa's Story Together!

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

Free Adviser Academy Learning Programme which will qualify you to

operate as a Personal Financial Adviser.

Payment of a Living Allowance during the first three months of completing

the Adviser Academy Learning Programme for accreditation as a licenced

Financial Adviser.

Upon successful completion of the Adviser Academy Learning Programme

and accredited to operate as a Financial Adviser you will receive Market

competitive remuneration in the form of Commission & Advice Fees,

Medical Aid, Group Life, Funeral and Disability cover

A great culture with people who do great things every day.

Development coach/mentor and continuous learning programmes

If you are a self-starter, with outstanding networking and relationship building

skills then apply for our Financial Advisor positions to unleash your potential and

be your exceptional best every day!

Qualification and Experience

• Senior Certificate (Matric / Grade 12/ NQF 4)
• A valid Driver’s License with your own vehicle or access to a vehicle
• Branch working hours Monday - Saturdays
• Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
• Required to cover a desk fee charge from month 4
• Clear credit and Criminal records
• Fit and proper

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

Closing Date

30 December 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!