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Advancing Financial Adviser (Amanzimtoti)

Old MutualDurban, ZA

26 days ago

Job description

Job title : Advancing Financial Adviser (Amanzimtoti)

Job Location : KwaZulu-Natal, Durban

Deadline : September 29, 2025

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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.

Holistic Financial Planning

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.

Continuous Learning and Market Insights

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.

Qualifications and Experience

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.

Other requirements

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.

Skills

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

29 September 2025

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Financial Adviser • Durban, ZA

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