Emerging Financial Advisor — Build Client Lifelong Goals

Old Mutual Limited; Durban; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals to become financial advisors in Durban. The role focuses on identifying clients' financial needs, providing sound advice, and implementing fit-for-purpose plans to help customers reach lifetime financial goals.

The position emphasizes trust-building, consultative selling, and proactive customer service to expand the client base and strengthen relationships over time.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit.
• Identify financial needs, provide sound financial advice, and recommend-fit-for-purpose financial plans.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement financial plans and solutions.
• Champion customers to achieve lifetime goals and build lasting relationships.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Direct Selling

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

Old Mutual Limited is seeking self-motivated individuals to become financial advisors in Durban. The role focuses on identifying clients' financial needs, providing sound advice, and implementing fit-for-purpose plans to help customers reach lifetime financial goals.

The position emphasizes trust-building, consultative selling, and proactive customer service to expand the client base and strengthen relationships over time.