Omf Financial Consultant (Kathu)

Old Mutual Finance (Pty) Ltd; South Africa; Remote; ZAR 350,000 - 700,000; Full time

Benefits offered by this job

Competitive commission-based structure

Health and life insurance benefits

Retirement savings plan

Training and access to planning tools

Career advancement opportunities

Job summary

Old Mutual Finance (Pty) Ltd seeks a motivated Remote Financial Advisor to join its fully remote advisory team in South Africa. The role focuses on delivering comprehensive insurance solutions, including life, health, and investments, with a client-centric approach.

Ideal candidates hold a finance/business degree, CFP/FAIS desirability, and 3+ years in financial advising or sales. Strong communication and digital tool proficiency are essential to thrive in this remote-first environment.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Certificates such as CFP or FAIS accreditation are desirable.
• Minimum of 3 years' experience in financial advising or sales in insurance/financial services.
• Strong knowledge of life, health, investments, and short-term insurance products.
• Excellent communication, interpersonal and presentation skills.
• Proficiency in using digital communication and financial planning software.
• Must be based in South Africa; remote role; admin location in Upington, Northern Cape.

Responsibilities

• Conduct comprehensive financial needs analyses with clients.
• Provide expert advice on insurance products incl. life, health, investments.
• Develop tailored financial plans and recommend solutions.
• Build and maintain long-term client relationships.
• Stay updated on market trends and regulatory changes.
• Adhere to regulatory requirements and ethical standards.
• Achieve and exceed sales targets and client satisfaction metrics.
• Utilize CRM and digital tools to manage interactions.

Skills

Financial analysis

Client communication

Insurance product knowledge

CRM tools

Presentation skills

Remote advisory

Education

Bachelor's degree in Finance/ Economics/ Business

Tools

Financial planning software

CRM software

Job description

About the Role Our client, a leading financial services provider, is seeking a motivated and client-focused Remote Financial Advisor to join their fully remote advisory team. This position is ideal for individuals passionate about helping clients achieve their financial goals through comprehensive insurance solutions. This is a remote-first role with tools and training to support a collaborative virtual environment.

Key Responsibilities

• Conduct comprehensive financial needs analyses with clients to understand their goals and risk tolerance.
• Provide expert advice on a range of insurance products, including life, health, and investment-linked policies.
• Develop tailored financial plans and recommend suitable insurance solutions.
• Build and maintain strong, long-term relationships with a diverse client base.
• Stay up-to-date on market trends, new financial products, and regulatory changes.
• Adhere to all regulatory requirements and ethical standards in financial advice.
• Achieve and exceed sales targets and client satisfaction metrics.
• Utilize CRM and other digital tools to manage client interactions and track progress.
• Educate clients on financial planning principles and insurance benefits.
• Collaborate with internal support teams to ensure seamless client service.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications (e.g., CFP, FAIS accreditation) are highly desirable.
• Minimum of 3 years of experience in financial advising or sales within the insurance or financial services sector.
• Strong knowledge of diverse insurance products (life, health, investments, short-term).
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in using digital communication and financial planning software.
• Must be based within South Africa to comply with regulatory requirements, though the role is remote. Location is Upington, Northern Cape for administrative purposes but is fully remote.

Benefits

• Competitive commission-based structure with a retainer.
• Comprehensive health and life insurance benefits, and a retirement savings plan.
• Training and access to leading financial planning tools.
• Opportunities for career advancement within the advisory network.