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 and refer complex matters to colleagues
• CRM data: schedule follow-ups and record details after each contact to build a call plan
• Clarify customer needs and develop prospecting 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 analyse trends using primary data and business intelligence tools
• Compliance: follow organisational policies and regulatory codes, and get authorisation 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.