Financial Advisor: Grow Relationships & Drive Solutions

Old Mutual South Africa; Stanger / KwaDukuza; On-site; ZAR 360,000 - 540,000; Full time

Job summary

Old Mutual South Africa is seeking a financial adviser to provide proactive financial planning and advice to a defined customer market. You will build strong client relationships, advise on suitable products, and ensure adherence to regulatory requirements and internal policies.

You will complete in-house training, regulatory exams, and continue professional development while contributing to sales growth and customer satisfaction in a dynamic financial services environment.

Qualifications

• Proven ability to grow new business and retain clients.
• Strong communication and presentation skills.
• Experience in sales within financial services is preferred.

Responsibilities

• Provide financial advice on a defined range of products to a specified market.
• Process cases and resolve complex customer queries to secure new business and retention.
• Build and maintain client relationships using CRM data and follow-up actions.

Skills

Sales & negotiation

Communication

Interpersonal skills

Customer focus

Education

NQF Level 5 or higher certificate

Tools

MS Office

Job description

Old Mutual South Africa is seeking a financial adviser to provide proactive financial planning and advice to a defined customer market. You will build strong client relationships, advise on suitable products, and ensure adherence to regulatory requirements and internal policies.

You will complete in-house training, regulatory exams, and continue professional development while contributing to sales growth and customer satisfaction in a dynamic financial services environment.