Part Time Financial Adviser

Old Mutual Limited

. Provide financial advice on a part-time basis .

Posted 11/4/2026part-timeDurban • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial advisory capabilities with a focus on consultative selling and customer relationship management. Proficient in sales data management and analysis, with a proven ability to drive results and maintain accountability.

Highest-signal resume keywords

Financial AdvisorySales Data ManagementConsultative SellingCustomer Relationship ManagementProven Computer Literacy

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales SoftwareData AnalysisSales ProspectingIdentifying Sales OpportunitiesDigital Dexterity

Soft Skills

Excellent Communication SkillsPlanning and OrganisingEntrepreneurial MindsetGrit and ResilienceCustomer Focus

Certifications & Qualifications

DOFA/Fit & ProperGrade 12 / NQF Level 4

Industry Keywords

Consultative SellingCustomer-Focused ServiceBuilding TrustStrengthening Customer RelationshipsDriving Results

About the role

Key responsibilities & impact

Provide financial advice on a part-time basis
Supplement clients’ value proposition and/or income through financial advice offerings
Access and engage in-segment markets and existing networks
Identify and qualify sales prospects and opportunities
Build and strengthen customer relationships through consultative and direct selling
Use sales software and manage sales data
Collate, analyse, and synthesise information
Plan and organise activities while driving results and ensuring accountability

Requirements

What you’ll need

Grade 12 / NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
DOFA/Fit & proper
A valid Driver’s licence and own car
A clear criminal and credit check
Proven computer literacy and digital dexterity
Excellent communication skills (written and verbal)
Sound planning and organising abilities
Ability to collate, analyse and synthesize information
Entrepreneurial mindset
Sound business acumen
Grit, resilience and tenacity to stay the course
Sales orientation
Skills in building trust, consultative selling, customer-focused service, direct selling, identifying sales opportunities, oral communications, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships
Competencies in action orientation, balancing stakeholders, building networks, collaboration, effective communication, customer focus, driving results, and accountability
Appointment aligned with Old Mutual South Africa’s Employment Equity Plan and designated-group requirements

Benefits

Comp & perks

Part-time opportunity
Access to in-segment market and existing network