Commission-Based Financial Adviser — Shape Africa's Future

Old Mutual South Africa; Cape Town; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated sales professionals to champion customer goals via financial needs assessment, advice, and fit-for-purpose plans. You will procure new business and expand sales with existing clients, mainly working on your own leads.

Required are Matric, 2 years in financial services, RE5, CPD points, a valid driver’s license with vehicle access, and clean criminal record. This is a full-time on-site role in Cape Town, with a closing date of 29 November 2026.

Qualifications

• Senior Certificate required with Matric/Grade 12.
• 2+ years in financial services or insurance industry.
• RE5 regulatory exam completed.
• Class of business/CPD points.
• Valid driver’s license and access to a vehicle.
• Criminal clear.

Responsibilities

• Procurement of new business and expansion of sales with existing customers.
• Work mainly on own leads to grow portfolio.
• Identify client financial needs and present suitable plans.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Sales Opportunities

Oral Communication

Qualifying Prospects

Sales Data Mgmt

Sales Software

Education

NQF Level 4 - Grade 12

Job description

Old Mutual South Africa is seeking self-motivated sales professionals to champion customer goals via financial needs assessment, advice, and fit-for-purpose plans. You will procure new business and expand sales with existing clients, mainly working on your own leads.

Required are Matric, 2 years in financial services, RE5, CPD points, a valid driver’s license with vehicle access, and clean criminal record. This is a full-time on-site role in Cape Town, with a closing date of 29 November 2026.