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Old MutualPosted 2 months ago

Aspiring Financial Adviser (Morningside Durban)

On-siteDurban, KwaZulu-Natal, South Africa

Full TimeEnterpriseFINANCE

Job Summary

Aspiring Financial Adviser will champion customers to achieve lifetime financial goals by identifying their financial needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans and solutions. The role emphasizes building trust, consultative selling, customer focus, direct selling, identifying sales opportunities, probing questions, qualifying prospects, and managing sales data and using sales software. Core competencies include action orientation, stakeholder management, network building, collaboration, effective communication, and strengthening customer relationships; the position is based in Durban, South Africa with Old Mutual's financial services footprint across multiple market segments.

Required Qualifications

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

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