Part Time Financial Adviser (Kokstad/ Umzimkhulu/ Matatiele/ Mount Frere/ Harding and Surrounds)

Old Mutual; Umzimkhulu Local Municipality; On-site; ZAR 200,000 - 300,000; Part time

Job summary

A prominent financial services company seeks a Part-time Financial Adviser in KwaZulu-Natal. The ideal candidate will provide financial advice while maintaining an existing role. Responsibilities include building trust with clients and utilizing a consultative selling approach. Applicants should possess NQF Level 5 or equivalent and demonstrate proven computer literacy and excellent communication skills.

Qualifications

• Proven computer literacy and digital dexterity required.
• Excellent communication skills (written and verbal) are essential.
• Ability to collate, analyse and synthesize information is needed.

Responsibilities

• Provide financial advice to clients to supplement income.
• Build and maintain relationships with clients to maximize opportunities.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Overview

Let''s Write Africa''s Story Together!

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

Part-time opportunity:

• Part-time Financial Adviser
• Grade 12
• Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
• Access to in-segment market and existing network
• DOFA/Fit & proper
• A valid Driver’s licence and own car
• A clear criminal and credit check
• Proven computer literacy and digital dexterity
• Excellent communication skills (written and verbal)
• Sound planning and organising abilities
• Ability to collate, analyse and synthesize information
• Entrepreneurial mindset
• Sound business acumen
• GRIT, resilience and tenacity to stay the course.
• Sales orientation

Skills

• Building Trust
• Consultative Selling
• Customer-Focused
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 November 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!