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This job expired on 01/10/2026. It no longer accepts applications.

Commissioned Financial Adviser – Customer Financial Planning

Old Mutual · Pinelands

Mid 🇬🇧 English
Sales Software

Job description

About the role

Join Old Mutual as a Commissioned Financial Adviser and help valued customers achieve their lifetime financial goals. You will identify their financial needs, provide sound advice, and design fit‑for‑purpose financial plans and solutions.

Key responsibilities

  • Champion customers to reach their financial objectives.
  • Procure new business and expand sales of products and services with existing customers.
  • Work primarily on your own leads to generate sales.

Required profile

  • Senior Certificate (Matric/Grade 12/NQF 4).
  • At least 24 months of experience in the financial industry.
  • Successful completion of the Regulatory Examination/RE5 and relevant CPD points.
  • Valid driver’s licence and access to a vehicle for work purposes.
  • Clear criminal record.

Required skills

  • Sales Software

What we offer

  • Opportunity to work with one of Africa’s leading insurance companies.
  • Dynamic, entrepreneurial environment.
  • Potential for career growth within Old Mutual.

Questions fréquentes

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Published 2 months ago

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Old Mutual

Pinelands