Salaried Financial Adviser

About the role

Old Mutual is hiring a salaried Financial Adviser in Durban. The adviser gives advice on a defined range of products to a specific allocated market and is individually accountable for achieving results. The role requires formal in-house training, completion of the prescribed regulatory exams, accreditation with the Financial Services Regulatory Authority and continuous professional development.

Key responsibilities

• Customer service: provide quality service, process cases, handle complex queries and resolve customer problems.
• Solutions analysis: analyse problems and issues to find the best technical or professional solutions.
• Receive visitors, answer information requests and refer complex matters to colleagues.
• CRM data: schedule follow-ups and record details after each contact to build a call plan and keep quality data.
• Clarify customer needs and develop relationship plans for potential accounts.
• Business development: monitor sales and market data for a region, attend business-sector events and build a personal network.
• Data exploration: research and use primary data and business intelligence tools to analyse trends.
• Compliance: understand policies, procedures and regulatory codes, and get supervisor approval for any exceptions.

Required profile

• Grade 12 (Matric) certificate.
• FAIS compliance.
• Re5 is an advantage.
• A valid driver's licence and your own car.
• A clear criminal and credit check.
• At least 3 years of working experience, preferably in sales.
• NQF Level 5 qualification or equivalent.

Required skills

• Proven computer literacy (MS Office suite).
• Excellent written and verbal communication.
• Consultative selling, prospecting and sales data management.

The closing date is 29 November 2026. Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa.