Financial Planner

SUMMARY:
-

POSITION INFO:

Job Title: Financial Planner (Old Mutual Product Specialist)

Location: Sunninghill
Employment Type: Full-Time
Reporting To: Sales Manager / Regional Manager

Job Overview

We are seeking a driven and client-focused Financial Planner to join our team. The primary responsibility of this role is to provide tailored financial advice and solutions to clients, with a strong focus on promoting and selling Old Mutual financial products. The ideal candidate will combine strong sales ability with financial expertise to help clients achieve their long-term financial goals.

Key Responsibilities

• Identify and prospect new clients through networking, referrals, and lead generation activities
• Conduct comprehensive financial needs analyses for clients
• Develop and present customized financial plans aligned with clients’ goals
• Recommend and sell appropriate Old Mutual products, including:
  • Life insurance
  • Investment plans
  • Retirement annuities
  • Savings and wealth management solutions
• Build and maintain long-term client relationships
• Provide ongoing portfolio reviews and financial advice
• Meet and exceed individual sales targets and performance metrics
• Ensure compliance with regulatory and company standards
• Maintain accurate client records and documentation

Key Performance Indicators (KPIs)

• Monthly and annual sales targets
• Number of new clients acquired
• Client retention rate
• Product penetration per client
• Compliance and quality assurance scores

Qualifications & Requirements

• Matric / Grade 12 (essential)
• Relevant qualification in Finance, Business, or related field (advantageous)
• RE5 certification (preferred or willingness to obtain)
• FAIS compliance (or ability to become compliant)
• Previous experience in financial services, insurance, or sales (preferred)
• Strong understanding of financial planning principles

Skills & Competencies

• Excellent communication and interpersonal skills
• Strong sales and negotiation abilities
• Analytical thinking and problem-solving skills
• Self-motivated and target-driven
• Ability to build trust and credibility with clients
• Time management and organizational skills

Remuneration & Benefits

• Competitive commission structure
• Performance-based incentives and bonuses
• Training and development support
• Access to Old Mutual product training and resources
• Career growth opportunities

Key Attributes for Success

• Entrepreneurial mindset
• Resilience and persistence
• High ethical standards and professionalism
• Passion for helping clients achieve financial security

Application Process

Interested candidates should submit their CV along with a brief motivation outlining their suitability for the role.

Note: This role is sales-driven and best suited for individuals who are highly motivated by performance-based earnings and client relationship building.