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Aspiring Financial Advisor (Westville, Durban North, Pietermaritzburg)

Old Mutual

KwaZulu-Natal

On-site

ZAR 300 000 - 400 000

Full time

30+ days ago

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Job summary

Join a leading insurance company and help shape Africa's financial future! This role is perfect for self-motivated individuals eager to provide sound financial advice and implement effective financial plans. With a focus on customer relationships, you'll play a key role in helping clients achieve their lifetime goals. If you have a passion for consultative selling and a desire to make a difference, this opportunity is for you. Embrace the entrepreneurial spirit and become part of a dynamic team dedicated to empowering customers across KwaZulu-Natal.

Qualifications

  • Self-motivated individuals with entrepreneurial spirit are preferred.
  • Candidates should have strong customer service and sales skills.

Responsibilities

  • Champion customers to achieve their financial goals through sound advice.
  • Identify financial needs and implement tailored financial plans.

Skills

Building Trust
Consultative Selling
Customer Feedback Management
Customer Service
Sales Data Management
Strategic Selling
Oral Communications

Education

NQF Level 5 - Higher
Advance 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.

Aspires to be a Financial Advisor

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

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

We are looking for applicants that reside in the following areas: Durban North, La Lucia, Phoenix, Tongaat, Stanger, Westville, Reservoir Hills, Pinetown, Hillcrest, Assagay, Hammarsdale, Pietermaritzburg, Howick, Ladysmith, Newcastle, and surrounding areas within KwaZulu Natal.

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, Advance 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.

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