Part Time Financial Adviser (Umhlanga/ La Lucia/ Phoenix/ Verulam/ KwaMashu and Surrounds)
On-siteDurban, KwaZulu-Natal, South Africa or Verulam, KwaZulu-Natal, South Africa
Job Summary
Part-time Financial Adviser role with Old Mutual across Durban-area locations (Umhlanga, La Lucia, Phoenix, Verulam, KwaMashu and surrounds). Responsibilities include engaging in in-segment markets, leveraging existing networks to offer financial solutions, and applying consultative selling and customer-focused approaches. Requires driving license and own vehicle, clear criminal and credit checks, strong communication, planning and organizational abilities, and an entrepreneurial mindset. Key competencies include building networks, collaboration, accountability, and driving sales through customer-centric strategies. The employer emphasizes a broad portfolio across life and savings, asset management, banking and lending within a multi-country African financial services framework.
Required Qualifications
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
- A valid Driver’s licence and own car
- Clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- 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
- Experience in financial services or advisory role (implied by context)
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