Emerging Financial Advisor | Build Trust & Plans

Old Mutual; Durban; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual is seeking self-driven individuals to become Aspiring Financial Advisers in Durban and surrounding areas. You will identify clients' financial needs, provide trusted financial advice, and implement tailored plans to help customers achieve life goals.

The role emphasizes consultative selling, relationship-building, and identifying sales opportunities while delivering excellent customer service. The program targets driven individuals with an entrepreneurial mindset.

Qualifications

• Minimum education: NQF Level 4 or equivalent.
• Self-motivated and entrepreneurial spirit is essential.
• Strong communication and customer-focused approach required.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build trust and maintain long-term customer relationships.

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

Job description

Old Mutual is seeking self-driven individuals to become Aspiring Financial Advisers in Durban and surrounding areas. You will identify clients' financial needs, provide trusted financial advice, and implement tailored plans to help customers achieve life goals.

The role emphasizes consultative selling, relationship-building, and identifying sales opportunities while delivering excellent customer service. The program targets driven individuals with an entrepreneurial mindset.