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Part-Time Financial Adviser – Mthatha & Surrounds

Old Mutual · Mthatha

🇬🇧 English

Job description

About the role

Old Mutual is seeking a motivated Part‑Time Financial Adviser to serve clients in Mthatha and surrounding areas. This role allows you to retain your current employment while supplementing your income by providing professional financial advice to your existing network.

Key responsibilities

  • Deliver tailored financial advice to individuals and small businesses.
  • Identify and develop new sales opportunities within your network.
  • Maintain accurate client records and manage sales data using company software.
  • Analyse client information to propose appropriate financial solutions.
  • Ensure compliance with regulatory standards and company policies.

Required profile

  • Minimum education: Grade 12 (NQF Level 4) or equivalent.
  • Valid driver’s licence and own vehicle.
  • Clear criminal and credit check.
  • Strong written and verbal communication skills.
  • Excellent planning, organising and analytical abilities.
  • Entrepreneurial mindset with resilience and tenacity.

Required skills

  • Computer literacy and digital dexterity.
  • Proficiency in using sales and customer‑relationship software.

What we offer

  • Access to an established market segment and client network.
  • Flexible part‑time schedule to complement existing commitments.
  • Opportunity to grow within Old Mutual’s reputable financial services brand.

Questions fréquentes

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Published 1 month ago

Expires 1 week from now

51 views · 0 interested

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Old Mutual

Mthatha