Part-Time Financial Advisor

About this role

Old Mutual, one of South Africa’s large financial services groups, is recruiting a part-time Financial Adviser in Kimberley. This role is for people who already have a job and want to earn extra income by giving financial advice alongside it.

What you’ll do

• Give financial advice to clients in your existing market and network.
• Find new sales opportunities and speak to prospective clients.
• Ask good questions to understand what each client needs, then recommend suitable products.
• Build and keep strong, trusting relationships with your customers.
• Record and manage your sales information accurately using sales software.
• Meet sales targets and take ownership of your results.

What you need

• Grade 12 (NQF Level 4), or an equivalent school leaving certificate or national or occupational certificate.
• Your own valid driver’s licence and your own car.
• A clear criminal record check and a clear credit check.
• DOFA (Designated Obligations for Financial Advisers) and fit and proper requirements.
• Good written and spoken communication skills.
• Basic computer skills and confidence with digital tools.
• Strong planning and organising skills, and the ability to gather and analyse information.
• An entrepreneurial mindset, sound business sense and a sales focus.
• Resilience and persistence, so you can keep going when things get tough.
• Advantageous: existing access to a market segment or a personal network you can use for financial advice.

Is this job for you?

This role suits someone who already has a steady job and wants to build extra income through financial advice. You should enjoy talking to people, have your own network, and be comfortable working towards sales targets on your own schedule.

Tips before you apply

• Have your matric or Grade 12 certificate, ID document and driver’s licence ready to upload or show.
• Be ready to explain your current job and how you plan to fit part-time advice work around it.
• Give examples of how you have built relationships with clients or customers, and how you have met targets in the past.

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