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Aspiring Financial Adviser
Job summary
A leading insurance company in Africa seeks dynamic individuals for the role of Financial Adviser in Durban. The successful candidate will champion customers by identifying their financial needs and providing sound financial advice. Applicants should have a Matriculation Certificate and possess strong selling and interpersonal skills. This position aims to help customers achieve their lifetime goals with tailored financial solutions.
Responsibilities
- Champion customers to achieve their lifetime goals.
- Identify financial needs and provide sound financial advice.
- Recommend and implement financial plans and solutions.
Skills
Education
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- 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
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Matriculation Certificate (Matric) (Required)
29 September 2025, 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.