Part-Time Financial Adviser: Build Trust & Drive Clients

Old Mutual Life Assurance Company (SA) Ltd (PFA); Kokstad; On-site; ZAR 45,000 - 89,000; Part time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a part-time Financial Adviser (Grade 12) to supplement income by providing financial advice to an existing network in KwaZulu-Natal. A valid driver’s license and own car are required.

The role emphasizes trust-building, consultative selling, and strong communication. You will engage with clients, analyze needs, and drive financial solutions while maintaining ethical and compliant practices.

Qualifications

• Part-time Financial Adviser grade 12.
• Access to in-segment market and existing network.
• Clear criminal and credit checks.
• Valid driver’s license and own car.
• Proven computer literacy and digital dexterity.
• Excellent written and verbal communication skills.
• Strong planning and organizing abilities.
• Ability to collate, analyse and synthesize information.
• Entrepreneurial mindset and business acumen.
• GRIT and resilience to stay the course.

Responsibilities

• Provide financial advice to clients and prospects.
• Build trust through consultative selling and customer focus.
• Identify sales opportunities and convert leads.
• Utilize sales software and CRM tools to manage data and relationships.
• Communicate clearly and effectively with clients and team.

Skills

Consultative selling

Customer service

Sales data management

Qualifying prospects

Probing questions

Oral communications

Education

Grade 12 (NQF Level 4)

Tools

Sales software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a part-time Financial Adviser (Grade 12) to supplement income by providing financial advice to an existing network in KwaZulu-Natal. A valid driver’s license and own car are required.

The role emphasizes trust-building, consultative selling, and strong communication. You will engage with clients, analyze needs, and drive financial solutions while maintaining ethical and compliant practices.