2,048
Jobs in Durban, South Africa
Advancing Financial Adviser (Westville)
Old Mutual South Africa
Durban
On-site
ZAR 300,000 - 500,000
30+ days ago
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Registered Nurse With Nclex – Relocation To U.S.
Conexus MedStaff
Durban
On-site
ZAR 1,064,000 - 1,419,000
30+ days ago
Advancing Financial Adviser (Hillcrest/ Kloof/ Pinetown/ New Germany)
Old Mutual
Durban
On-site
ZAR 250,000 - 400,000
30+ days ago
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Advancing Financial Adviser (Westville)
Old Mutual South Africa
Durban
On-site
ZAR 300,000 - 500,000
Full time
30+ days ago
Job summary
Old Mutual South Africa is looking for a Financial Adviser who will provide personalized financial advice and create comprehensive financial plans tailored to customers’ needs. The role requires generating leads, understanding customer goals, and ensuring long-term client retention. Candidates should have at least a Matric qualification and relevant financial services experience, with additional FAIS qualifications being advantageous.
Qualifications
- Minimum 12 months’ financial services experience as a Financial Adviser.
- Completion of Long-term Insurance Class of Business.
Responsibilities
- Generate leads through prospecting and networking.
- Provide holistic financial advice following a 6-step financial planning process.
- Build and maintain strong customer relationships.
Skills
Consultative Selling
Customer Service
Sales Data Management
Identifying Sales Opportunities
Oral Communications
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Job description
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Key Role Deliverables
Personalised Financial Advice
Create comprehensive financial plans tailored to customers’ needs, including:
Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 July 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!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
Create comprehensive financial plans tailored to customers’ needs, including:
- Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic, political, and regulatory environment.
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales
Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Balances Stakeholders
Builds Networks
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Manages Complexity
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 July 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.
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