Strategic Financial Advisor: Grow Client Relationships

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

Job summary

Old Mutual South Africa in Durban invites applications for a Financial Adviser role. You will provide proactive financial advice to a defined client market, build long-term relationships, and deliver sound solutions aligned with regulatory requirements.

The position includes in-house training, regulatory exams, and ongoing professional development, with a focus on client service, compliance, and business development.

Qualifications

• Grade 12 (Matric) certificate and FAIS compliance required.
• RE5 an advantage.
• A valid Driver’s licence and your own car.
• A clear criminal and credit check.
• Minimum 3 years working experience (preferably in sales).
• Proven computer literacy (MS Office suite).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide advice on a specific range of products to a specific allocated market.
• Identify opportunities to secure new business or support retention.
• Process cases and resolve customer problems as part of delivering quality service.
• Analyze problems to find the best solutions, technical or professional in nature.
• Receive visitors and assist with information requests, routing complex matters to colleagues.
• Schedule follow-ups and enter data into the CRM system to enable effective customer retention and business development.

Skills

Building Trust

Consultative Selling

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

Tools

MS Office suite

Job description

Old Mutual South Africa in Durban invites applications for a Financial Adviser role. You will provide proactive financial advice to a defined client market, build long-term relationships, and deliver sound solutions aligned with regulatory requirements.

The position includes in-house training, regulatory exams, and ongoing professional development, with a focus on client service, compliance, and business development.