1,133 Old Mutual jobs in South Africa

What is a Salaried Financial Advisor?

The role of a Salaried Financial Advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.

Provide appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial futures and protection of assets and estate.

Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer's personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver's licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.

Company Description

Gold Label Media, a sister branch of Takusani, was founded in 2025. Our team has extensive experience creating content for various brands across South Africa, including The Network Co. and RAMChemicals. We specialize in digital marketing services with a strong focus on social media. Our mission is to ensure your business has a distinct, memorable, and successful brand identity.

Role Description

This is a full time role for a Sales Agent with Old Mutual at Gold Label Media. We are specifically looking for agents in the northwest and Limpopo province. The Sales Agent will be responsible for daily tasks involving customer service, sales, and insurance-related activities. The agent will handle client communications, provide information on insurance products, and assist with customer inquiries and needs. This is a fulltime role, we are accepting applicants from northwest, free state, Limpopo and Mpumalanga.

Qualifications

• Communication skills and Customer Service experience
• Must have a matric
• 6-12 months experiences in retail or sales
• Sales skills and knowledge in the Insurance industry
• Ability to undergo and benefit from Training
• Excellent interpersonal skills
• Proactive attitude and ability to work in a hybrid environment
• Previous experience in sales or customer service is a plus

Overview

We’re Hiring: Financial Advisors | Durban

Are you a driven Financial Advisor looking to grow your career within a supportive and entrepreneurial environment? Our client is a well-established, smaller financial services firm with a countrywide footprint . They pride themselves on building lasting client relationships while offering advisors the tools and support needed to succeed.

Durban (with national reach and opportunities)

• Minimum 2+ years’ experience as a Financial Advisor
• Must hold a valid RE5 qualification
• CPD hours must be up to date each year
• Class of Business Certificates completed

• Join a dynamic, growth-focused firm with national presence
• Supportive leadership and collaborative culture
• Opportunities to grow your client base and develop professionally
• THIS ROLE OFFERS A BASIC SALARY

If you are passionate about financial planning and client success, we’d love to hear from you!

Job Opportunity

Join the InsureX Financial Advisory Team and build a career with an approved Discovery Life franchise.

• Matric (NQF 4) — minimum requirement
• Relevant financial or business qualification (NQF 5 or higher preferred)
• Successfully completed RE5 examination
• Minimum 2 years’ experience in financial services or insurance sales
• Valid driver’s licence and own reliable transport
• Must be a fit and proper person in terms of FAIS requirements

• Full product suite from Discovery Life and Discovery Insure
• Access to ongoing training, mentorship, and compliance support
• Competitive commission structure
• Growth opportunities within an established, compliant franchise

Entry level

Full-time

Finance and Sales

At InsureX (Pty) Ltd, we are committed to professionalism, integrity, and client-centric advice. As a trusted Discovery Life franchise, we empower our advisors to build successful, compliant, and rewarding careers in financial planning.

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Description of the role :

Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team.

Requirements

Matric (Grade 12)

Own reliable vehicle

RE5 Certificate (advantage)

CPD Hours (advantage)

NQF5 Wealth management (advantage)

Competencies :

Self driven and Target orientated

Existing Book would be an advantage

Outspoken and outgoing personality

Customer service orientated

Understanding of the financial industry

Good communication skills

Own vehicle with valid drivers license

Own Laptop

Company Description

Elevation Financial Advisor Services partners with individuals to provide comprehensive, sustainable financial solutions. We aim to elevate clients to a stable financial space where they have control and peace of mind. Our approach is rooted in prudence and wisdom, ensuring that every collaborative decision leads to prosperity. We focus on evolving with our clients' changing needs to help them achieve long-term financial stability.

This is a full-time hybrid role for a Financial Advisor based in Umhlanga with options for some work from home. The Financial Advisor will be responsible for creating personalized financial plans, providing advice on investments and retirement planning, and helping clients achieve their financial goals. Day-to-day tasks include conducting financial assessments, developing strategies for wealth accumulation, and offering guidance on financial products and services.

• A minimum of Matric or equivalent
• A minimum 12 months’ financial services experience as a Financial Adviser
• A minimum of Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

• A valid driver’s licence and own car
• A clear criminal and credit check
• Excellent communication skills (written and verbal)
• Sound planning and organizing abilities
• Ability to collate, analyze and synthesize information

• Entry level

• Full-time

• Finance and Sales

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Durban, KwaZulu-Natal, South Africa

2 days ago Be among the first 25 applicants

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

• Mid-Senior level

• Full-time

• Finance and Sales

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We are looking for a self motivated and target driven Financial Advisor for a well established firm based in the Irene area in Centurion.

As a Financial Advisor, you will play a key role in helping clients achieve financial security and long-term wealth through tailored insurance and investment solutions. You’ll work under the guidance of senior advisors and managers, gaining hands‑on experience in financial planning, client relationship management, and regulatory compliance.

• Grade 12
• Tertiary qualification (beneficial)
• Valid driver’s license and own car (Essential)Clean Credit record and Criminal record (Essential)
• Relevant experience will be beneficial, but not essential
• Fluent in Afrikaans and English

• To prospect for clients / to obtain leads to secure appointments - daily activity.
• To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
• To achieve sales targets as set out by the company.
• To build relationships with clients so that consultant wins confidence, credibility and trust.
• Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
• To give objective professional advice on client’s needs.
• To portray the appropriate propriety in their target market.
• To meet all legislative requirements.
• To remain accredited and up to date with relevant market & industry related subjects.
• To remain adequately equipped and knowledgeable regarding the latest technology.
• To build a long‑term professional, profitable practice

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.