Salaried Financial Advisor — Grow Client Relationships

Old Mutual Limited; Port Shepstone; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Port Shepstone is seeking a motivated Salaried Financial Advisor to provide focused financial guidance to a defined market, drive new business, and deliver excellent client service. The role emphasizes consultative selling, CRM data management, and regulatory compliance, requiring Grade 12, a valid driver's license, and strong communication skills to secure outcomes.

On offer is a structured sales environment with opportunities to develop in a fast-growing financial

Qualifications

• Grade 12 (Matric) and FAIS compliance required.
• Clear criminal and credit check.
• Minimum of 3 years working experience, preferably in sales.
• Computer literacy including MS Word, PowerPoint and Outlook.

Responsibilities

• Provide quality customer service and identify opportunities for new business or retention.
• Analyze problems and propose best technical or professional solutions.
• Receive visitors and direct to appropriate colleagues for complex requests.
• Maintain CRM data and schedule follow-ups to support retention and growth.

Skills

Consultative Selling

Customer Focus

Building Trust

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

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

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual Limited in Port Shepstone is seeking a motivated Salaried Financial Advisor to provide focused financial guidance to a defined market, drive new business, and deliver excellent client service. The role emphasizes consultative selling, CRM data management, and regulatory compliance, requiring Grade 12, a valid driver's license, and strong communication skills to secure outcomes.

On offer is a structured sales environment with opportunities to develop in a fast-growing financial