Part-Time Financial Advisor — Build Trust & Growth

Old Mutual; Auckland; On-site; NZD 22,000 - 33,000; Part time

Job summary

Old Mutual is a trusted firm seeking a Part-time Financial Adviser to leverage an existing client network and augment value with financial guidance. The role emphasises relationship building, consultative selling, and data-informed advisory practices.

Applicants should hold Grade 12 or equivalent, demonstrate strong communication, and meet compliance and integrity checks. Access to in-segment markets and a valid driver’s license are beneficial for client engagement.

Qualifications

• Grade 12 or equivalent qualification.
• Excellent communication skills (written and verbal).
• Proven computer literacy and digital dexterity.
• Valid driver's license and own car.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

Grade 12 / NQF Level 4

Job description

Old Mutual is a trusted firm seeking a Part-time Financial Adviser to leverage an existing client network and augment value with financial guidance. The role emphasises relationship building, consultative selling, and data-informed advisory practices.

Applicants should hold Grade 12 or equivalent, demonstrate strong communication, and meet compliance and integrity checks. Access to in-segment markets and a valid driver’s license are beneficial for client engagement.