95 Old Mutual jobs in Cape Town

About the job

Is jy ‘n gedrewe persoon met ‘n passie vir verkope?

Ons is op soek na verkoopsagente wat hul loopbaan na die volgende vlak wil neem – en jy hoef dit nie alleen te doen nie!

Vereistes:

• Eie motor

• Geldige bestuurslisensie

• Matrieksertifikaat

• Enige verkoops-ervaring (enige industrie)

Wat ons bied:

• Volledige opleiding en ondersteuning

• Akademie-gebaseerde benadering – ideaal vir nuwelinge in die finansiële industrie

• 100% kommissiestruktuur – geen splits nie

• Groei geleenthede – word byvoorbeeld ‘n Verkoopsbestuurder binne die eerste jaar

• Toegewyde span van booking agents – ons verskaf afsprake en bestuur jou dagboek, sodat jy kan fokus op wat jy die beste doen: sluit besigheid

Kandidate met hul RE5 en/of NQF5 sal voorkeur geniet

Beperkte poste beskikbaar – moenie hierdie geleentheid misloop nie

Stuur jou CV of kontak ons direk via LinkedIn of epos adres, – jou volgende loopbaanstap begin hier!

#Verkope #Loopbaangeleenthede #FinansiëleDiens #Kommissie #RE5 #NQF5 #Verkoopsagent #LinkedInJobs #SureX

1 day ago Be among the first 25 applicants

Direct message the job poster from Old Mutual South Africa

Old Mutual Limited is a premium pan-African financial services group providing a range of financial solutions to retail and corporate customers in 14 countries. With over 170 years of experience, Old Mutual has been helping customers achieve their lifetime financial goals while investing in their communities and society for a sustainable future. Employing over 30,000 people, the company operates across Africa and Asia, promoting opportunities for growth and development. Join us to shape a better future together, with access to top-tier advice, tools, and frameworks for success.

Role Description

This is a full-time on-site role for a Financial Advisor located in Cape Town and surrounding areas. The Financial Advisor will be responsible for assisting clients with financial planning, investment advice, retirement planning, and overall financial advisory services. Daily tasks include meeting with clients to assess their financial needs, developing comprehensive financial plans, recommending investment strategies, and providing consistent follow-up to ensure clients' financial objectives are met effectively.

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Relevant certifications and licenses in financial advising
• Matric or equivalent
• Previous experience in the financial services industry is advantageous
• Driver Lincense

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Old Mutual South Africa by 2x

Get notified about new Financial Advisor jobs in Cape Town, Western Cape, South Africa .

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1 week ago Be among the first 25 applicants

Direct message the job poster from Metaf.in BlueStar

Join Our Team as a Financial Advisor!

DIRECT APPLICATIONS WILL BE IGNORED (Apply Here )!

Are you a driven and passionate financial advisor looking to thrive in a dynamic, tech-powered environment that values your expertise and ambitions? Look no further—Metafin is hiring!

Why Metafin?

1. Unlimited Earning Potential: Competitive commissions, performance-based bonuses, a training allowance, and full company benefits—your hard work earns real rewards!
2. Tech-Driven Efficiency: Our AI and automation tools, including our custom-built advisor app , streamline workflows, simplify compliance, and provide real-time business tracking—giving you more time to focus on clients.
3. Client-Centered Approach: We prioritize transparency, integrity, and client-first financial solutions, empowering you to make a lasting impact.
4. Career Growth & Support: With cutting-edge digital solutions, extensive training, and a dedicated support team, we set you up for long-term success.

Role Highlights

1. Build lasting client relationships based on trust and integrity.
2. Provide personalized financial solutions aligned with clients’ goals.
3. Leverage AI-driven tools for business tracking, performance insights, and automation to enhance productivity.

Requirements

1. Matric + RE5 certification (120 credits preferred)
2. 2+ years of financial advice experience
3. Based in Cape Town (Atlantic Seaboard)
4. Clear credit and criminal records
5. Minimum earnings of R15k to qualify
6. Earn while you learn with a training allowance
7. Medical, retirement, and group life benefits
8. Onshore and offshore conventions
9. Up to 100% commission based on your offer and past performance
10. Administrative and AI-powered digital support for seamless business operations

Ready to Apply?

Apply directly: Application Link .

or

Email us at with the subject: Financial Advisor Job Application

• Entry level

• Full-time

• Finance and Sales

Get notified about new Financial Advisor jobs in Cape Town, Western Cape, South Africa .

To submit your application, please email your CV and cover letter to:

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements):

• South African regulatory framework of insurance/brokerage industry

Customers (to whom the service is rendered/impacted upon):

There are arrangements within the group business to have the opportunity to provide advice to the client base as well as new clients with an attractive financial model.

It includes supportive business and sales support underpinned by a number of other doors opening opportunities.

Number of subordinates: 0
Reporting line (immediate manager): Manager/ Branch Manager

Minimum Requirements:

Education:

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers’ license

Experience:

• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Skills:

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

Knowledge:

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge – (underwriting)

Personal attributes:

• Influential
• Flexibility
• Interpersonal effectiveness
• Customer Service orientation
• Resilience and Tenacity
• Emotional maturity
• Proactive

Key Performance Area

Key Performance Outputs

1 . Grow Portfolio

• Develop and implement a proactive sales plan according to agreed targets
• Meet agreed new business targets
• Identify and build relationships with partners
• Write quality new business aligned to sales / marketing plan
• Negotiate with Insurers re- premium and quotations
• Do Up and cross-selling on existing and new business

2. Retain and Maintain
Clients

• Identify new business opportunities
• Identify opportunities for cross and up-selling on existing clients
• Liaise with insurers and /or management regarding premiums and quotations
• Build relationships with clients through regular calls and informing them of the latest products

3. Perform Administration

• Load policies, amendments and endorsements on the system promptly
• Ensure premium payments processes and debits are discussed and agreed upon with clients
• Ensure data integrity on all policy systems
• General correspondence and e-mails to clients according to company standards
• Responsible for proactive and reactive underwriting.
• Adhere to underwriting criteria; FAIS requirements and set company standards
• Manage incoming and outgoing e-mails according to set norms and standards.
• Provide regular reports and feedback to the manager
• Provide a rewarding service experience at all touch points
• Ensure that customer queries are attended to and resolved expeditiously
• Respond to client’s requirements by providing appropriate risk solutions.
• Establish long-term relationships with clients
• Financial planning for clients

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:

Actively seeking continuous Improvement

Nurturing

To care for our clients with Empathy

Driven

Providing the best solutions to our customers

Willing

To learn, grow and embrace diversity

Eager

To take responsibility and use initiative

(A) 61 Central Street, Houghton Estate, 2198

Cape Town – Atlantic Seaboard Only

Are you a motivated and experienced financial advisor ready to take your career to the next level? Do you want to grow within a tech-powered , client-first , and entrepreneurially minded company that values integrity, results, and innovation?

Metafin , a BlueStar business powered by Sanlam, is expanding its elite team in Cape Town! If you’re ready to plug into a high-performance ecosystem that supports your goals with cutting-edge digital tools, AI automation, and structured growth opportunities—this is the opportunity for you.

As a Metafin Financial Advisor, you will:

• Build and nurture long-term relationships with clients based on transparency and trust.
• Offer tailored financial advice and recommend Shariah-compliant and conventional financial solutions aligned with client goals.
• Use our AI-driven advisor app to track leads, manage performance, automate reporting, and stay on top of your business metrics.
• Stay up to date on product knowledge, regulatory requirements, and financial trends.
• Engage in regular client reviews, goal assessments, and portfolio adjustments.

To thrive in this role, you should have:

• Matric + RE5 certification (NQF 5 with 120 credits is preferred)
• Minimum 2 years of experience in financial services or sales
• Be based in Cape Town (Atlantic Seaboard area)
• ️ Clear credit and criminal records
• Consistent minimum earnings of no less than R15,000 to be considered in the interview process.
• A growth mindset and a willingness to learn and lead in a digital-first environment

At Metafin, your success is our priority. Here's what we offer:

• Training allowance to support you as you ramp up
• Full benefits: medical aid, retirement annuity, group life cover
• Access to AI-powered admin tools and a digital advisor ecosystem to streamline your workflow
• Local and international conventions for top performers
• Commission structure up to 100% , tailored to your track record and portfolio
• Ongoing training, mentorship, and leadership opportunities

Metafin is not just another BlueStar business—we’re a forward-thinking, digitally enabled financial advisory firm that believes in building real wealth, real impact, and real careers.

With innovation at our core, we support our advisors through automation , strategic mentorship , and a client-first approach that helps you grow faster and serve better.

Please note: Direct messages, calls, or emails will not be considered.

All applications must be submitted via our official platform below:

A financial advisor's duties include helping clients manage their money, plan for the future, and achieve their financial goals. This involves a wide range of tasks, from assessing a client's current financial situation to developing and implementing strategies for investments, retirement, insurance, and more.