Future‑Oriented Financial Advisor — Build Lifelong Plans

Old Mutual South Africa; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join their team as aspiring Financial Advisors in Durban. The role focuses on identifying clients' financial needs, delivering sound financial advice, and implementing fit-for-purpose plans and solutions to help customers achieve their lifetime goals.

The position emphasizes consultative selling, customer focus, and proactive opportunity identification. Training and progression within a leading African insurance company are offered.

Qualifications

• NQF Level 4 or higher equivalent required.
• Strong sales and advisory mindset.
• Ability to identify client needs and propose financial solutions.

Responsibilities

• Champion customers to achieve lifetime goals by identifying their financial needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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

Job description

Old Mutual South Africa is seeking self-motivated individuals to join their team as aspiring Financial Advisors in Durban. The role focuses on identifying clients' financial needs, delivering sound financial advice, and implementing fit-for-purpose plans and solutions to help customers achieve their lifetime goals.

The position emphasizes consultative selling, customer focus, and proactive opportunity identification. Training and progression within a leading African insurance company are offered.