Old Mutual

Life insurance, asset management, and banking

Part Time Financial Adviser

Wealth Management & Financial AdvisoryPosted on Nov 4

Part-timeNo salary listedIn-person

About the Job

Requirements

Grade 12 or equivalent education, including an NQF Level 4 qualification, school leaving certificate, or national or occupational certificate.
Currently hold an existing role that the candidate intends to retain while supplementing their value proposition or income through financial advice.
Have access to an in-segment market and an existing network.
Meet DOFA/Fit and Proper requirements.
Have a valid driver's licence and own car.
Pass clear criminal and credit checks.
Demonstrate computer literacy and digital dexterity.
Demonstrate communication skills, both written and verbal.
Have planning and organising abilities.
Be able to collate, analyse, and synthesize information.
Demonstrate an entrepreneurial mindset and business acumen.
Demonstrate resilience and tenacity.
Have a sales orientation.
Demonstrate trust building, consultative selling, customer focus, customer service, customer understanding, direct selling, identifying sales opportunities, oral communication, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and customer relationship development.
Demonstrate action orientation, stakeholder management, networking, collaboration, effective communication, customer focus, results orientation, and accountability.

Responsibilities

Provide financial advice on a part-time basis while retaining the candidate's existing role.
Supplement the candidate's value proposition and/or income through offering financial advice.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 March 2027 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

About the Company

Old Mutual

Life insurance, asset management, and banking

Generating summary for Old Mutual.

Company size: 10,001+
Company stage: IPO
Headquarters: London, United Kingdom
Founded: 1845

Recently Posted Jobs

Explore more opportunities at Old Mutual

See more jobs