Advancing Financial Adviser (Port Shepstone/ Kokstad/ Harding/ Umzimkhulu/ Mt Frere)

Advancing Financial Adviser role with Old Mutual in multiple locations across KwaZulu-Natal (Kokstad, Shelly Beach, Mount Frere, Umzimkhulu, Port Shepstone). The position requires at least matric (Grade 12) or equivalent, minimum 12 months of financial services experience as a Financial Adviser, and FAIS qualification progress (Investments Class of Business, RE5) with FSCA-approved qualifications advantageous. Candidates must have a valid driver’s licence and own car, be prepared for criminal and credit checks, and demonstrate strong communication, planning, analytical, entrepreneurial, and sales abilities to translate customer engagements into sales. Skills include consultative selling, customer-focused service, identifying needs and opportunities, data management, and proficiency with sales software. The role emphasizes stakeholder engagement, network building, accountability, trust, and resilience in a financial services context. The appointment complies with employment equity and is anchored in Old Mutual’s purpose of championing mutually positive futures through superior customer experiences.