Jobs · Finance · Pennsylvania

Part-Time Financial Advisor

Old Mutual South Africa · Bethlehem, PA · 1 wk ago
FinanceFull-time

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Requirements

  • Grade 12
  • Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
  • Access to in-segment market and existing network
  • 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

  • Building Trust
  • Consultative Selling
  • 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
  • Drives Results
  • Ensures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 November 2026, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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