Advancing Financial Adviser (Pietermaritzburg/ Estcourt/ Greytown)

Old Mutual; Howick; On-site; ZAR 250 000 - 450 000; Full time

Job summary

A leading financial services firm is looking for experienced Financial Advisers in KwaZulu-Natal. Candidates need at least 12 months of financial services experience, Matric or equivalent, and a valid driver's license. Additional qualifications in Investments and compliance will be advantageous. The role demands strong consultative selling skills and excellent communication for effective customer engagement. Join a dynamic team to drive financial growth and customer satisfaction. Closing date for applications is 30 December 2025.

Qualifications

• Minimum of Matric or equivalent required.
• At least 12 months’ experience in financial services as a Financial Adviser.
• Completion of Long-term Insurance Class of Business necessary.

Skills

Consultative Selling

Customer Service

Sales Data Management

Oral Communications

Sales Software

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12, or equivalent

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 December 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!