About the position
Join Old Mutual as a Commissioned Financial Adviser
Ignite Your Potential. Build Your Legacy.
Commission-Only, Incentives, Vehicle Required, Path to CFP (Certified Financial Planner)
Build a career with all the freedom of running your own business with the support of South Africa's most respected and recognised financial services brands behind you, Old Mutual.
Whether you're currently in insurance, banking, investments, or client-facing sales, this is your opportunity to step into a career that offers unlimited earning potential, flexibility, and a clear path to professional growth.
Why Build Your Career with Old Mutual?
- Be Your Own Boss - Operate independently with the flexibility to build your own schedule and clientele.
- Uncapped Commission Structure - Earn based on your performance with no limits.
- Proven 24-Month Development Programme - Learn and grow through structured training, coaching, and real-world application.
- Trusted Brand Support - Gain credibility and trust instantly by aligning with one of South Africa's most reputable financial institutions.
- Full Product Accreditation - Get certified and equipped with a holistic suite of financial solutions to support your clients' financial aspirations and goals.
- Grow a Sustainable Practice - Build long-term relationships and benefit from recurring business through client reviews and portfolio management. Be a practice owner.
- Path to Professional Designations - Work towards your CFP®, RE5 and other industry-recognised certifications.
What You'll Do
- Build a book of business by prospecting, networking, and nurturing client relationships.
- Deliverholistic financial advice using Old Mutual's structured 6-step financial planning process.
- Analyse client financial needs and create fit-for-purpose financial plans aligned to their goals and aspirations.
- Provide advice across insurance, investments, risk cover, and retirement planning.
- Stay current with industry regulations, compliance standards (FAIS), and economic trends.
- Conduct annual reviews to keep client portfolios aligned with changing goals and circumstances.
- Engage in continuous learning and work towards becoming a Certified Financial Planner (CFP®) or similar professional designation.
What You'll Need To Succeed:
- Matric (Grade 12)
- At least 18 months' experience in financial services or related sales roles
- RE5 Certification + Class of Business completed
- Valid Driver's Licence + Own Reliable Car
- Clear criminal and credit record
- Tech-savvy and able to work with digital platforms
- Strong planning, communication, and client relationship skills
- Sales-driven, resilient and ready to build your own business with support
Who This Is Perfect For
- Trusted Social Sellers, you should be someone who naturally builds authentic relationships and connects with people by offering real value, insight, and tailored financial solutions. Insurance consultants, financial planners, and banking professionals looking for greater independence and income growth.
- Financial sales agents ready to move from salary + commission to full commission and total ownership.
- Advisers seeking a structured path to certification and long-term sustainability.
This isn't just a job - it's a career in financial entrepreneurship, backed by a company that has helped millions of South Africans plan and protect their futures. With Old Mutual, you're not selling products, you're delivering financial peace of mind.
To learn more about PFA and the success of our Financial Advisers, watch the video.
