Insurance-Focused Financial Advisor | Hybrid + Commission

Old Mutual Mfc; South Africa; Hybrid; ZAR 360,000 - 540,000; Full time

Benefits offered by this job

Commission-based remuneration

Medical aid

Retirement savings plan

Performance incentives

Hybrid work arrangement

Training & development

Career progression

Employee wellness

Job summary

Old Mutual Mfc in Vereeniging, Gauteng is seeking a motivated Financial Advisor specializing in Insurance to provide tailored life, health, and investment-linked products. You will assess client needs, present policy options, and build lasting relationships based on trust and professional integrity.

The role offers hybrid work, a commission-based remuneration structure with possible basic salary, and opportunities for training, development, and career progression within a reputable financial

Qualifications

• Relevant tertiary qualification (e.g., B.Com, NQF Level 5/6 in Financial Services).
• RE 5 qualification and CFP are desirable.
• Minimum of 3 years as a Financial Advisor with insurance focus.

Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Provide expert advice on life, disability, health, and short-term insurance products.
• Develop personalized financial and insurance plans to meet client objectives.
• Present and explain policy options, features, benefits, and costs clearly to clients.
• Assist clients with the application process and ensure documentation is accurate and complete.
• Build and maintain long-term client relationships through regular follow-ups and reviews.
• Stay updated on market trends, products, and regulatory changes.
• Achieve and exceed personal sales targets and contribute to team goals.
• Adhere to compliance and ethical standards.
• Collaborate with colleagues to provide holistic financial advice.

Skills

Communication

Interpersonal skills

Presentation skills

Analytical thinking

MS Office

Financial planning software

Independence

Teamwork

Education

B.Com / NQF 5/6 in Financial Services

RE5 qualification

CFP desirable

Tools

MS Office Suite

Financial planning software

Job description

Old Mutual Mfc in Vereeniging, Gauteng is seeking a motivated Financial Advisor specializing in Insurance to provide tailored life, health, and investment-linked products. You will assess client needs, present policy options, and build lasting relationships based on trust and professional integrity.

The role offers hybrid work, a commission-based remuneration structure with possible basic salary, and opportunities for training, development, and career progression within a reputable financial