Financial Adviser: Build Trusted Financial Plans

Old Mutual; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm seeks a Financial Adviser in Pietermaritzburg, KwaZulu-Natal. The role requires a minimum of a Matric certificate and 12 months of experience in financial services. Excellent communication, consultative selling skills, and a valid driver's license are essential. The ideal candidate should have an entrepreneurial mindset, be able to translate customer engagements into sales, and possess strong planning and organizational abilities. Closing date for applications is 30 January 2026.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months' financial services experience as a Financial Adviser.
• Completion of the Long-term Insurance Class of Business.

Responsibilities

• Translate customer engagements into sales.
• Meet and exceed sales targets through customer service and consultative selling.

Skills

Consultative Selling

Customer Service

Sales Data Management

Customer Understanding

Strategic Selling

Identifying Sales Opportunities

Building Networks

Evaluating Information

Education

NQF Level 4 - Grade 12

Job description

A financial services firm seeks a Financial Adviser in Pietermaritzburg, KwaZulu-Natal. The role requires a minimum of a Matric certificate and 12 months of experience in financial services. Excellent communication, consultative selling skills, and a valid driver's license are essential. The ideal candidate should have an entrepreneurial mindset, be able to translate customer engagements into sales, and possess strong planning and organizational abilities. Closing date for applications is 30 January 2026.