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Financial Adviser

Full Time
  • Full Time
  • Durban

Website Old Mutual South Africa

Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. We have been helping our customers achieve their lifetime financial goals for over 170 years by investing their funds in ways that create positive futures for them, their families, their communities and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.

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

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