Experienced Personal Financial Adviser – Old Mutual Careers Near Me


Website Old Mutual

Position Summary:

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa’s leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.

Key Responsibilities:

  • Expand sales of products and services with existing customers
  • Work mainly on own leads
  • Responsible for the procurement of new business

Required Education & Experience:

  • 18 months’ financial industry experience.
  • A valid Driver’s License
  • Class of business/CPD points
  • Criminal clear
  • Have your own vehicle or access to a vehicle for work purpose
  • Senior Certificate (Matric / Grade 12/ NQF 4)
  • Regulatory Examination/RE5