88 Old Mutual jobs in Cape Town

Overview

We’re Hiring: Financial Advisors! Earn a basic allowance + commission while helping people reach their financial goals!

Apply now and build your future while helping others build theirs.

• Basic allowance to get you started
• Unlimited earning potential with commission
• Full training & support provided

• No Previous Experience Required
• If you’re driven, goal-oriented, and ready to grow, we want YOU!

Email your CV to:

Overview

We’ve got positions available for Sales Managers / Team Leaders in the Western Cape.

Company: SureX (Cape Town and surrounds)

Purpose of position:

Managing a team of financial advisors to generate and close sales in Government/Stop Order (Persal) OR Private markets.

• Managing and building a team of financial advisors
• Recruiting team members
• Selling long-term insurance policies
• Conducting financial needs analyses to understand customer requirements
• Meeting set KPI’s
• Going the “extra mile” to meet sales targets and to obtain referral sales

• Own Transport (vehicle)
• Matric certificate (essential)
• RE5 and full FAIS accreditation (essential)
• Laptop/Tablet
• Previous sales experience in Insurance sector
• Ability to work in a high stress environment

• Excellent communication skills (verbal and written)
• Multilingual (advantageous)
• Strong interpersonal skills
• Ability to present products or services in-person or telephonically
• Excellent negotiation, objection and conflict handling skills

This is a 100% commission position - It is better than market related and you will earn commissions on your team's performance - OVERRIDER of up to 15%

• Send your CV to

• Mid-Senior level

• Full-time

• Finance and Sales
• Industries
• Insurance

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:

Are you a driven professional with a passion for helping people achieve financial success? We're looking for
Financial Advisors
who are ready to take their career to the next level – and you won't have to do it alone

Requirements:

• Own vehicle
• Valid driver's license
• Matric/Grade 12 certificate
• Any sales or client-facing experience (any industry)

What we offer:

• Comprehensive training and continuous support
• Academy-based development program – ideal for newcomers to the financial services industry
• 100% commission structure – no splits
• Clear growth path – the opportunity to become a Sales Manager within your first year
• Dedicated booking agents – we provide appointments and manage your schedule, so you can focus on building client relationships and closing business

Preference will be given to candidates with RE5 and/or NQF5 qualifications.

Limited positions available – don't miss this opportunity

Send your CV or connect with us directly on LinkedIn – your next career move starts here

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

Visit us:

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1 - 2 years' experience for individuals with undergraduate degree (preferred)
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities
Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1 - 2 years' experience for individuals with undergraduate degree (preferred)
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Duties:

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients' financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

Visit us:

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability

Requirements
Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1 - 2 years' experience for individuals with undergraduate degree (preferred)
• 2 - 3 years in a Sales environment
• Strong computer literacy skills
• Fluency in English

Duties & Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients' financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Competencies

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)