Aspiring Financial Adviser- Pietermaritzburg, Howick, Estcourt, Greytown | Old Mutual
Job Location : KwaZulu-Natal, Pietermaritzburg
Deadline : January 30, 2026
About the Role
The Financial Advisor drives commercial growth by managing high-RPM client data and delivering compliant wealth management solutions across the KZN Midlands. Utilizing Oracle for financial consolidation and Salesforce for client lifecycle management, the professional ensures 100% compliance with banking and insurance standards. Their role is critical for leveraging data-driven insights to drive the commercial performance of the regional financial portfolio.
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
Successful candidates hold a degree in Finance or Commerce, with career progression accelerated by completing the RE5 certification and participating in specialized fintech bootcamps. Advancement leads to Investment Specialist or Branch Manager roles for those who master digital risk assessment. Engaging in specialized professional workshops on wealth management provides a path to high-paying leadership opportunities.
Salary & Financial Insight
Monthly salaries range from R18,000 to R32,000, plus performance-based incentives. Strategic financial planning should involve a focus on building a robust retirement strategy and maintaining comprehensive income protection insurance.
Interested and Qualified candidates should Click here to Apply Now
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