Part-time Financial Advisor (Grade 12)

About the role

Old Mutual is seeking a part‑time Financial Advisor to complement an existing role, providing financial advice to clients in Kimberley. The role is ideal for candidates with a Grade 12 qualification who wish to retain their current employment while generating additional income through advisory services.

Key responsibilities

• Provide financial advice to existing and new clients.
• Identify sales opportunities and qualify prospects.
• Maintain accurate sales data and use sales software.
• Build trust through consultative selling.
• Plan and organise client meetings.
• Analyse client information to propose suitable solutions.
• Ensure compliance with regulatory and company standards.

Required profile

• Valid driver’s licence and own car.
• Clear criminal and credit check.
• Excellent written and verbal communication.
• Strong planning and organisational abilities.
• Ability to collate, analyse and synthesise information.
• Entrepreneurial mindset with business acumen.
• Resilience and tenacity to stay the course.
• Sales orientation and customer‑focused attitude.

Required skills

• Consultative selling.
• Customer relationship building.
• Direct selling.
• Strategic selling.
• Probing questions.
• Qualifying prospects.
• Sales data management.
• Use of sales software.