Financial Advisor Opportunity

4 days ago


Durban, KwaZulu-Natal, South Africa Old Mutual Group Full time
About the Role

This is an exciting opportunity to join our dynamic team as a Salaried Financial Advisor. In this role, you will play a critical part in delivering exceptional customer service, building strong relationships, and driving business growth.

Your Key Responsibilities Will Include:
  • Delivering quality customer service and identifying opportunities to secure new business or retain existing customers.
  • Providing analysis and recommendations on complex problems and issues to find effective solutions.
  • Receiving visitors and assisting with various requests for information, referring more complex matters to colleagues.
  • Scheduling follow-up actions and entering relevant information into our CRM system to create a call plan and ensure effective customer retention and business development activities.
You'll Need:
  • Grade 12 (Matric) qualification or equivalent.
  • Valid driver's license and own vehicle.
  • FAIS compliance and clear credit check.
  • Minimum of 3 years working experience in sales or a related field.
  • Excellent communication, interpersonal, and problem-solving skills.


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