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

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

Job summary

Join a forward-thinking company dedicated to empowering individuals in their financial journeys. As a Financial Advisor, you will play a crucial role in guiding clients towards their lifetime goals through personalized financial solutions. This position offers a unique opportunity to leverage your entrepreneurial spirit and sales expertise in a dynamic environment. With a strong focus on customer relationships and consultative selling, you will help clients navigate their financial futures. If you are self-motivated and passionate about making a difference, this role is perfect for you.

Qualifications

• NQF Level 5 qualification or equivalent is required.
• Strong sales and customer service skills are essential.

Responsibilities

• Provide financial advice to customers and help them achieve their goals.
• Identify financial needs and implement tailored financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

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.

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 Focus
• 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.