Emerging Financial Advisor — Shape Clients' Futures

EdUpStairs; Durban; On-site; ZAR 260,000 - 380,000; Full time

Job summary

Old Mutual in Durban is looking for self-motivated individuals with an entrepreneurial spirit to join Africa's leading insurance company as Financial Advisor. You will identify clients' financial needs and provide sound, fit-for-purpose plans and solutions to help them achieve lifetime goals.

The role emphasizes building trust, consultative selling, and exceptional customer service. Eligibility includes NQF Level 4 / Grade 12 and related qualifications, with applications closing on 30 March 2027

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs and provide sound financial advice and plans.
• Meet the stated education requirements and complete the required certificates.

Skills

Building Trust

Consultative Selling

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

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 in Durban is looking for self-motivated individuals with an entrepreneurial spirit to join Africa's leading insurance company as Financial Advisor. You will identify clients' financial needs and provide sound, fit-for-purpose plans and solutions to help them achieve lifetime goals.

The role emphasizes building trust, consultative selling, and exceptional customer service. Eligibility includes NQF Level 4 / Grade 12 and related qualifications, with applications closing on 30 March 2027