Sales Agent at Old Mutual MFC

About the position

Launch Your Career in Financial Planning. Become a Financial Adviser.

Are you a driven sales professional or entrepreneur at heart? Ready to turn your ambition into a rewarding career that offers uncapped earning potential, expert training, and the freedom to build your own business within a trusted brand?

Old Mutual PFA invites you to step into a future-forward role, a launchpad into the world of wealth management, personal financial planning, and entrepreneurship.

The Old Mutual Personal Financial Adviser Academy offers a comprehensive 24-month development and structured learning programme; inclusive of on-the-job coaching and training (observations, role-plays, simulations and co-attendance), with relevant customer facing experience and adherence to fit and proper requirements and performance standards.

Your Mission

• Help South Africans achieve financial independence by delivering holistic financial advice and tailored investment solutions.
• Generate and manage your own leads through prospecting, networking and relationship building.
• Conduct financial needs analyses and develop bespoke financial plans using a proven 6-step financial planning process.
• Provide expert guidance across life insurance, retirement planning, savings, and investment portfolios.
• Maintain long-term client relationships through regular portfolio reviews and lifetime financial planning and wealth management.

This role is perfect for you if you are:

• Sales-oriented with a passion for helping people succeed financially.
• Naturally entrepreneurial with the ambition to run your own client portfolio.
• A self-starter who thrives in performance-driven environments.
• Digitally savvy, professional and confident in engaging with clients across multiple channels.

What You'll Need To Succeed:

• Matric (Grade 12)
• 3+ years' work experience (Sales, Customer Service, or similar preferred)
• Valid driver's licence and own reliable car
• Clear credit and criminal record
• Strong communication and interpersonal skills
• High levels of resilience, drive, and accountability
• Willingness to study toward FAIS regulatory compliance and achieve relevant certifications

Why Choose Old Mutual PFA

Leverage Old Mutual's 180 year reputation, extensive client base, continuous mentorship to scale faster and smarter and an excellent opportunity to build learn as you grow!

You can enjoy Unlimited Earning Potential with uncapped commission structures, your income grows with your effort, the greater the effort the higher you earn. Build Your Own Practice as a Financial Adviser, you're not just taking a job, you're creating a business. Enjoy the autonomy to manage your day, your clients, and your future.

Experience our World-Class Training a reputable market leader. To learn more about PFA and the success of our Financial Advisers, watch the video.