Emerging Financial Advisor: Guide Clients to Their Goals

Old Mutual Limited; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to achieve lifetime goals by identifying financial needs and delivering trusted financial advice.

It involves recommending and implementing fit-for-purpose plans and solutions to build lasting relationships. Candidates should excel in consultative selling, client understanding, and proactive opportunity identification, with strong communication and

Qualifications

• Education at NQF Level 5 or higher, with an advance or occupational certificate
• Closing date 29 October 2026, 23:59
• Designated group in line with the Employment Equity Plan of Old Mutual South Africa

Responsibilities

• Identify financial needs of clients and provide sound financial advice
• Recommend and implement fit-for-purpose financial plans and solutions for lifetimes goals

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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited in South Africa is seeking self-motivated individuals to join as Financial Advisors. The role focuses on championing customers to achieve lifetime goals by identifying financial needs and delivering trusted financial advice.

It involves recommending and implementing fit-for-purpose plans and solutions to build lasting relationships. Candidates should excel in consultative selling, client understanding, and proactive opportunity identification, with strong communication and