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Job Description

Old Mutual Broker Distribution – Gauteng | Cape Town | Durban

Engagement Start Date: 1 March 2026

Old Mutual Broker Distribution is seeking high-potential independent incumbents who aspire to a long-term career supporting Independent Financial Advisers (IFAs). This engagement offers structured development, professional exposure and meaningful industry experience with one of South Africa’s most trusted financial services brands.

A full-time, offsite learning immersion that covers:

• Core financial services knowledge
• Adviser engagement and practice-management skills
• Old Mutual product and market insights
• Practical cohort-based learning with other Trainee Business Consultants

Incumbents must be fully available for the 4-week offsite programme and able to travel.

After the initial development period, incumbents will rotate across selected branches to gain:

• Practical experience alongside seasoned Business Consultants
• Exposure to adviser servicing, sales enablement and practice engagement
• Accelerated readiness to support adviser panels in future

Incumbents who successfully complete all development phases may be considered for allocation of a panel of 15–30 IFAs, where core activities include:

• Relationship-building and practice support
• Service excellence and technical enablement
• Market insights and growth facilitation

• A fixed monthly fee is paid for the duration of the development and field‑exposure phase.
• Once an adviser panel is allocated, incumbents transition to a commission‑based model linked to adviser production.
• Incumbents are responsible for managing their own tax affairs.
• The relationship is governed by an Independent Contractor Agreement.

Applicants must have:

• A recognised 3‑year degree or diploma (any field)
• A valid driver’s licence
• Access to reliable transport
• Demonstrable work experience (any industry)
• Experience in financial services is advantageous
• CFP qualification advantageous
• Availability to travel and be away from home during the 4‑week offsite programme
• Strong communication, relationship and interpersonal capability
• High learning agility, resilience and service orientation

(Soft‑skills and potential are weighted strongly in the selection process.)

To enable efficient shortlisting, applicants must submit:

A concise CV (max three pages) A written motivation explaining:

• Why you believe you will excel as a Business Consultant supporting IFAs
• Why you want to contract with Old Mutual Broker Distribution
• A real example demonstrating resilience, initiative or sales orientation

Applications without a motivation will not be considered.

• Building Trust
• Client Management
• Client Needs Assessments
• Consultative Selling
• Customer-Focused
• Customer Service
• Customer Understanding
• Customer Value Proposition Development
• Direct Selling
• Identifying Sales Opportunities
• Sales Closing Techniques
• Sales Data Management
• Sales Software
• Strengthening Customer Relationships

• Builds Networks
• Business Insight
• Communicates Effectively
• Customer Focus
• Directs Work
• Drives Results
• Interpersonal Savvy
• Manages Complexity

NQF Level 7 – Degree, Advance Diploma or Postgraduate Certificate or equivalent

11 December 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.