Advancing Financial Adviser (Pietermaritzburg/ Howick and Surrounds)

Advancing Financial Adviser at Old Mutual in Pietermaritzburg/Howick and Surrounds. Requires Matric or equivalent, at least 12 months’ financial services experience as a Financial Adviser, Long-term Insurance Class of Business completion, and advantageous FAIS qualifications (Investments Class of Business, RE5). Must have a valid driver’s licence and own car, and be able to pass criminal and credit checks. Strong computer literacy, communication, planning, and organising skills, plus an entrepreneurial mindset and solid business acumen. The role emphasizes consultancy with customers, translating engagements into sales, and building stakeholder relationships across multiple South African locations (Pietermaritzburg, Howick and Surrounds, Estcourt, Greytown). Competencies include customer focus, problem solving, networking, accountability, trust-building, and interpersonal savvy. Education requirements include NQF Level 4/Grade 12 or equivalent. Closing date noted as 30 August 2026; appointment aligned with Employment Equity plan across Old Mutual South Africa. The description outlines a holistic financial services sales role with emphasis on customer understanding, opportunity identification, and strong emphasis on compliance and professional qualifications.