Advancing Financial Adviser (Port Shepstone/ Kokstad/ Harding/ Umzimkhulu/ Mt Frere)

Old Mutual; Umzimkhulu Local Municipality; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services provider in KwaZulu-Natal is seeking a Financial Adviser to join their dynamic team. The successful candidate will need to have a minimum of Matric and at least 12 months of experience in financial services. Key skills include consultative selling, customer service, and the ability to analyze customer needs. The position also requires a valid driver's license and excellent communication abilities. Apply before January 30, 2026, for a chance to be part of this exciting opportunity.

Qualifications

• Minimum of Matric or equivalent required.
• 12 months' financial services experience as a Financial Adviser is needed.
• Completion of Long-term Insurance Class of Business necessary.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Sales Software

Evaluating Information

Education

NQF Level 4 - Grade 12

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 January 2026 , 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!