Future Financial Advisor — Durban Growth Path

Old Mutual Limited; Durban; On-site; ZAR 200,000 - 320,000; Full time

Job summary

Old Mutual Limited in Durban is seeking an Aspiring Financial Adviser (Morningside) to understand client needs and introduce fit-for-purpose financial plans. You will engage prospective customers and provide sound financial guidance under supervision.

The role focuses on building trust, proactive client engagement, and strategic selling to help clients achieve lifetime goals within an insurance/financial services context. You will join a leading African insurer supporting career growth.

Qualifications

• Understanding client financial needs and providing sound financial advice.
• Recommending and implementing fit-for-purpose financial plans and solutions.
• Engaging with customers to champion lifetime financial goals.

Responsibilities

• Identify client financial needs and present suitable plans.
• Provide ongoing financial guidance and service to clients.
• Build and maintain trust with customers through effective communication.
• Proactively identify sales opportunities and close deals.

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 Limited in Durban is seeking an Aspiring Financial Adviser (Morningside) to understand client needs and introduce fit-for-purpose financial plans. You will engage prospective customers and provide sound financial guidance under supervision.

The role focuses on building trust, proactive client engagement, and strategic selling to help clients achieve lifetime goals within an insurance/financial services context. You will join a leading African insurer supporting career growth.