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Old MutualPosted 1 month ago

Advancing Financial Adviser (Morningside Durban)

On-siteDurban, KwaZulu-Natal, South Africa

Full TimeAssociates DegreeEnterpriseFINANCE

Job Summary

Advancing Financial Adviser role based in Durban, South Africa with Old Mutual. The position requires a minimum matric, at least 12 months of financial services experience as aFinancial Adviser, and completion of Long-term Insurance Class of Business; advantageous FAIS qualifications (Investments Class of Business, RE5). Responsibilities include consultative selling, customer feedback management, identifying customer needs and sales opportunities, and translating customer engagements into sales. Candidates must have a valid driver’s licence and own car, strong communication and planning skills, and ability to analyse and synthesise information. Demonstrated entrepreneurial mindset, business acumen, resilience, and ability to build networks and manage stakeholder relationships are valued. The employer emphasizes excellent customer service, data management, and proficiency with sales software and related tools, within Old Mutual’s diversified financial services operations in Africa.

Required Qualifications

  • 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

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