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Aspiring Financial Adviser – Umhlanga, Phoenix, Avoca, KwaMashu

Old Mutual · Durban

Junior 🇬🇧 English

Job description

About the role

Old Mutual is seeking self‑motivated, dynamic individuals with an entrepreneurial spirit to join our team as Aspiring Financial Advisers. You will work across Umhlanga, Phoenix, Avoca, KwaMashu and surrounding areas, helping customers achieve their long‑term financial goals.

Key responsibilities

  • Identify clients’ financial needs through consultative conversations.
  • Provide sound, personalised financial advice and recommend appropriate solutions.
  • Develop and implement fit‑for‑purpose financial plans.
  • Build lasting relationships and maintain high levels of customer satisfaction.
  • Track sales opportunities and manage client data using company sales software.

Required profile

  • Self‑motivated, dynamic and entrepreneurial mindset.
  • Strong communication and relationship‑building abilities.
  • Education: NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent.

Required skills

    What we offer

    • Opportunity to grow within one of Africa’s leading insurance and financial services firms.
    • Comprehensive training and mentorship.
    • Full‑time employment with a clear career progression path.

    Questions fréquentes

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    Published 1 month ago

    48 views · 0 interested

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    Old Mutual

    Durban