Description:
Old Mutual is a trusted partner in providing individuals, families as well as businesses in establishing financial security. Forming part of one of the largest financial services groups, they are looking to grow their team in the Durban area whilst providing their staff with great benefits and support.
The role offers a fantastic commission split.
We are looking for experienced Sales Professionals who are looking to kickstart their career in financial advisory or experienced Financial Advisors seeking a new challenge.
Duties & Responsibilities- Establish long-term relationships with clients
- Comprehensive financial planning for clients
- Focus on identifying client’s needs and then offering suitable financial solutions
- Providing excellent service to clients and frequent contact with clients Desired Experience & Qualification
- Grade 12 or equivalent
- Extensive sales experience is essential if you are not a Financial Advisor
- NQF5 and RE5 is essential if you are an experienced Financial Advisor
- Own vehicle is essential
- Clear Credit and Criminal Record Package & Remuneration
- Training allowance payable for the first two months
- Initial and ongoing training.
- Support with industry required qualifications (RE and Wealth Management}
- Access to Mobile Nurses to assist with client medicals
- Access to Sales, Marketing and Product specialists
- Compliance support
- Access to Legal Advisers
- Financial Planning tools email : recruitment@tridentwealth.co.za wattsapp : 0639460119
09 Feb 2026;
from:
gumtree.co.za