73 Old Mutual jobs in Gauteng

• Manage and review client portfolios, providing professional financial advice.
• Prospect and acquire new clients to grow the portfolio.
• Deliver financial products and services in a professional and client-focused manner.
• Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries.
• Maintain regular client communication and build long-term relationships.
• Develop comprehensive financial plans tailored to client needs.
• Provide advice on investments, retirement planning, estate planning, and tax optimisation.
• Assess client risk profiles and recommend appropriate strategies.
• Identify opportunities for cross-selling and upselling services.
• Network with professionals, attend industry events, and contribute to marketing initiatives.
• Ensure compliance with all industry regulations and maintain accurate documentation.
• Prepare regular reports for clients and management.

• Client-focused with excellent relationship-building skills
• Strong analytical and problem-solving ability
• Professional communication and presentation skills
• Results-driven with a proactive approach
• Ethical, compliant, and detail-orientated

• Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) Non-negotiable
• RE5 certification Non-negotiable
• Relevant Class of Business certifications in place
• Fit and Proper status required
• Minimum 3 years experience in a Financial Planning role
• Proficiency in Microsoft Excel and related software
• Experience with professionals and high-net-worth clients
• Drivers license and own vehicle Non-negotiable
• Existing client book not required

• Grade 12
• Tertiary qualification (beneficial)
• Valid drivers 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 clients portfolio. To secure 2nd appointment.
• To give objective professional advice on clients 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

You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones. At Dis-Chem Life, we are giving you the platform to do just that.

Welcome to the frontline of protection. At Dis-Chem Life, we are doing it differently.
We are putting Financial Advisors inside the busiest health and wellness stores in South Africa.

We are looking for skilled Financial Advisors nationally, to be placed in retail stores where thousands of people walk in every day, seeking care, support, and solutions.

Access to real people, in real life, real moments with real needs, standing a few metres away. And thats where you come in.

Summary of the Role

To connect with customers in-store, in real time, and provide tailored financial solutions that meet their immediate and long-term needs. As a Dis-Chem Life Instore Financial Advisor, youll turn everyday store visits into meaningful conversations that protect lives, build trust, and grow our business.

Key Responsibilities

• Engage directly with walk-in customers in a retail environment to identify their needs and introduce Dis-Chem Lifes insurance and financial products.
• Deliver compliant, needs-based financial advice face-to-face.
• Build trust and long-term relationships with customers by demonstrating product value and relevance to their life stage.
• Consistently achieve sales targets and conversion metrics in a high-traffic retail setting.
• Maintain up-to-date product knowledge, compliance, and FSCA regulatory requirements.
• Represent Dis-Chem Life with professionalism and approachability, reinforcing our reputation for care and expertise.
• Keep accurate records of client interactions and complete all required documentation in line with compliance standards.

Benefits

• Salary, Plus rich commission structure
• Youre not behind a desk. You are on the floor, engaging people who are already in a mindset of looking after themselves and their loved ones.
• Built-in opportunity. Thousands of potential customers walk past you daily no cold calling, just warm, in-person connections.
• The retail advantage. Leverage the trust and footfall of South Africas busiest health and wellness stores to accelerate the growth your client base.
• Access to marketing, product, and operational support

Requirements

• RE5 + COB (Life & Funeral)
• FSCA-accredited qualification
• Fit & Proper status
• Minimum 4 years in an advice-giving role within insurance or financial services
• Proven track record in face-to-face client engagement and sales performance
• Strong interpersonal and listening skills, with the ability to simplify complex financial concepts for customers
• Ability to work retail hours, including weekends and public holidays as required
• Reliable transport to and from your allocated store

Company Description

EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. We distribute insurance and risk products, retirement planning solutions, savings products, medical aids, and corporate benefits from Liberty Group Ltd. Our vision is to be the first choice for clients and financial advisers in the sector, and to become the largest, tied independent insurance distribution company globally. We believe job creation fosters a healthy South Africa and are committed to providing exceptional service.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Bryanston with some work-from-home flexibility. The Financial Advisor will be responsible for financial planning, providing financial advisory services, and developing investment and retirement planning strategies. The role involves meeting with clients, assessing their financial needs, and creating comprehensive financial plans tailored to their goals. Regularly updating clients on their investments and financial plans is also expected.

Qualifications

• Strong skills in Financial Planning, Finance, and Financial Advisory
• Experience in Retirement Planning and Investments
• Excellent communication and interpersonal skills
• Ability to work in a hybrid setting
• NQF 5 in Finance, Economics, or a related field
• RE5
• Professional certifications (e.g., CFP) are a plus
• Proven track record of building long-term client relationships

Business Unit: Sales & Distribution

Function: Financial Advisors (Certified Financial Planner)

Date: 20 Oct 2025

FINANCIAL ADVISOR ( SALARIED)

SANDTON

About Discovery

Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose of the role

The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.

Job Category

We are looking for a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.

Key Responsibilities

Your tasks will typically involve:

• conducting in-depth reviews of clients' financial goals, from risk protection to wealth creation
• conducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirements
• providing clients with information on new and existing products, benefits and services
• designing financial strategies
• assisting clients to make informed decisions
• reviewing and responding to clients changing needs and financial circumstances
• contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Review client policies regularly to determine if adjustments are needed because of personal or financial changes

Personal Attributes and skills:

• Strong Customer focus
• Networking skills
• Proactive engagement
• Service orientated mind-set is critical
• Strong Planning and organisational skills

Qualifications and Experience:

Minimum

• Wealth management qualification with at least 120 credits
• RE5 qualification
• At a minimum 2 years' experience as a Financial Advisor

Beneficial:

• Understanding of Financial Planning
• Knowledge of insurance (short-term, health, risk and investment industry)

EMPLOYMENT EQUITY

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Company Description

Surex - Insurance simplified.

Role Description

Do you want to Sky Rocket your earning potential in 2025? Make all your dreams a reality? Then join my exceptional team of Financial planners asap,,

This is a full-time hybrid role for a Financial Advisor at SureX Life located in Gauteng, with flexibility for remote work. The Financial Advisor will be responsible for providing financial planning and overall financial advisory services to clients.

If you see youself making a success in the industry and lots of money, send your cv to :

Qualifications

• Financial Advisory expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Ability to work independently and collaboratively
• RE qualification preferable but not a must