Part Time Financial Advisor - Remote Opportunity with Old Mutual - Championing Customer Financial Success

Join Old Mutual's Team as a Part Time Financial Advisor and Be Part of Africa's Growth Story

Old Mutual, a leading insurance company in Africa, is seeking a passionate and dynamic Part Time Financial Advisor to join our team on a remote basis. As a champion of our valued customers, you will play a crucial role in helping them achieve their lifetime goals by identifying their financial needs and providing sound financial advice. If you're a self-motivated individual with an entrepreneurial spirit and a passion for finance, we want to hear from you!

About Old Mutual

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this. We are a leading insurance company in Africa, with a rich history and a strong commitment to our customers. Our team is made up of dynamic individuals who share a passion for helping others achieve their financial goals. We believe in rewarding talent and offering a supportive and inclusive work environment that allows our employees to grow and thrive.

The Role

As a Part Time Financial Advisor, you will be responsible for:

• Championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice
• Recommending and implementing "fit for purpose" financial plans and solutions that meet the needs of our customers
• Procurement of new business and expanding sales of products and services with existing customers
• Working mainly on own leads and building a strong pipeline of potential customers

Key Responsibilities

As a Part Time Financial Advisor, your key responsibilities will include:

• Conducting financial needs assessments and providing personalized financial advice to customers
• Developing and implementing comprehensive financial plans that meet the needs of our customers
• Building and maintaining strong relationships with customers and providing exceptional customer service
• Identifying new business opportunities and expanding sales of products and services with existing customers
• Working independently to achieve sales targets and meet performance goals

Essential Qualifications

To be successful in this role, you will need:

• A strong understanding of financial products and services, including insurance, investments, and retirement planning
• Excellent communication and interpersonal skills, with the ability to build strong relationships with customers
• A strong entrepreneurial spirit and a passion for finance and sales
• The ability to work independently and as part of a team
• Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed decisions

Preferred Qualifications

We would prefer candidates who have:

• A professional qualification in finance, such as a CFP or CFA
• Experience in the financial services industry, preferably in a sales or advisory role
• A strong understanding of financial regulations and compliance requirements
• Experience working with customers and providing exceptional customer service

Skills and Competencies

To be successful in this role, you will need to possess the following skills and competencies:

• Strong communication and interpersonal skills
• Excellent analytical and problem-solving skills
• Strong entrepreneurial spirit and a passion for finance and sales
• The ability to work independently and as part of a team
• Strong time management and organizational skills, with the ability to prioritize tasks and meet deadlines

Career Growth Opportunities and Learning Benefits

At Old Mutual, we are committed to the growth and development of our employees. As a Part Time Financial Advisor, you will have access to:

• Comprehensive training and development programs to help you build your skills and knowledge
• Career growth opportunities, including the potential to move into a full-time role or take on additional responsibilities
• A supportive and inclusive work environment that encourages learning and development

Work Environment and Company Culture

At Old Mutual, we pride ourselves on our inclusive and supportive work environment. We offer:

• A remote work opportunity, allowing you to work from home or a location of your choice
• A flexible work schedule, with the ability to work part-time or full-time hours
• A collaborative and dynamic work environment that encourages innovation and creativity
• A strong commitment to diversity and inclusion, with a focus on creating a workplace that is welcoming and inclusive for all employees

Compensation, Perks, and Benefits

We offer a competitive total rewards package, including:

• A competitive salary and benefits package
• Opportunities for bonuses and incentives, based on performance
• A comprehensive training and development program, to help you build your skills and knowledge
• A supportive and inclusive work environment, with a focus on employee well-being and engagement

Why Join Old Mutual?

At Old Mutual, we are passionate about helping our customers achieve their financial goals. We offer a dynamic and supportive work environment, with opportunities for growth and development. As a Part Time Financial Advisor, you will have the opportunity to:

• Make a real difference in the lives of our customers
• Build a successful and rewarding career in finance
• Work with a leading insurance company in Africa, with a rich history and a strong commitment to our customers

How to Apply

If you're a motivated and dynamic individual with a passion for finance and sales, we want to hear from you! To apply for this exciting opportunity, please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you!

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. 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.

Don't miss this opportunity to join our team and be part of Africa's growth story! Apply now and take the first step towards a rewarding and challenging career in finance!

Apply Now