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Old MutualPosted 2 months ago

Advancing Financial Adviser (Pietermaritzburg/ Estcourt/ Howick)

On-sitePietermaritzburg, KwaZulu-Natal, South Africa or Howick, KwaZulu-Natal, South Africa

Full TimeAssociates DegreeEnterpriseFINANCE

Job Summary

Advancing Financial Adviser role in Pietermaritzburg/Estcourt/Howick for Old Mutual. Requires Matric or equivalent, at least 12 months’ financial services experience as a Financial Adviser, and Long-term Insurance Class of Business completion; FAIS requirements advantageous. Must have a valid driver’s licence and own car, plus clear criminal and credit checks. Excellent communication, planning and organising abilities, entrepreneurial mindset, and sound business acumen. Demonstrates consultative selling, customer service, and ability to translate customer engagements into sales; proficient with data management and sales-related activities. The appointment aligns with Old Mutual’s integrated financial solutions across Life and Savings, Property and Casualty, Asset Management and Banking and Lending in Africa.

Required Qualifications

  • Matric or equivalent
  • 12 months’ financial services experience as a Financial Adviser
  • Long-term Insurance Class of Business completion
  • Valid driver’s licence and own car
  • Clear criminal and credit check

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