Holistic Financial Adviser: Build Plans & Client Impact

Old Mutual South Africa; Durban; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services company in Durban seeks a Financial Adviser to provide personalized financial advice and build lasting relationships with clients. The role requires at least a Matric certificate, 12 months of financial services experience, and strong communication skills. The ideal candidate will be proactive in generating leads and completing comprehensive financial plans for clients. This position also offers opportunities for growth and continuous learning.

Qualifications

• A minimum of Matric or equivalent is required.
• At least 12 months’ experience as a Financial Adviser.
• Completion of the Long-term Insurance Class of Business.

Responsibilities

• Provide personalized financial advice tailored to customer needs.
• Generate leads through networking and relationship-building.
• Build and maintain strong customer relationships.

Skills

Consultative Selling

Customer Service

Sales Software

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading financial services company in Durban seeks a Financial Adviser to provide personalized financial advice and build lasting relationships with clients. The role requires at least a Matric certificate, 12 months of financial services experience, and strong communication skills. The ideal candidate will be proactive in generating leads and completing comprehensive financial plans for clients. This position also offers opportunities for growth and continuous learning.