Aspiring Financial Adviser- Ladysmith, Dundee, Nquthu, Estcourt | Old Mutual
Job Location : KwaZulu-Natal, Ladysmith
Deadline : January 30, 2026
About the Role
This role drives financial inclusion across regional KZN hubs by managing specialized client data and delivering compliant investment products. Leveraging Salesforce for pipeline management and Oracle for financial reporting, the advisor ensures strict compliance with national insurance standards. Their work reduces operational risk through accurate financial needs analysis and leveraging data to drive the adoption of wealth-building solutions in rural and peri-urban markets.
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa’s leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, 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 Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
- 30 January 2026
Career Growth & Education
A Bachelor’s degree in Business or Finance provides the necessary foundation, while advancement is driven by mastering financial planning KPIs and regional engagement strategies. Career growth leads toward Team Leader or Wealth Consultant roles. Gaining expertise in digital economy leadership and obtaining professional certifications through specialized workshops can facilitate global mobility and senior leadership opportunities.
Salary & Financial Insight
Estimated monthly salaries range from R18,000 to R32,000, reflecting the regional demand for specialized financial talent. Professionals should prioritize building a robust investment portfolio that includes exchange-traded funds and tax-efficient savings accounts.
Interested and Qualified candidates should Click here to Apply Now
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