Financial Planner - Insurance
As an Old Mutual Partner, my client specialises in individual and business financial planning, offering long-term insurance, retirement annuities, investments, succession planning, group life cover and employee benefits. With the backing of a respected brand and a robust support structure, you can focus on what you do best helping clients achieve financial security.
Qualifications, skils and experience required:
- Matric & FAIS-recognised qualification (NQF 5 or higher).
- RE5 certification.
- COB certification (especially 3 & 7).
- DOFA in long-term insurance.
- At least 12 months proven financial planning/advisory experience.
- Established client base (middle- to high-income earners preferred).
- Strong business development skills and entrepreneurial mindset.
Key responsibilties:
We are looking for experienced and entrepreneurial financial planners to:
- Develop and execute comprehensive financial plans for individuals and businesses.
- Deliver tailored solutions across risk, investment, retirement, and estate planning.
- Build and manage a profitable client base through prospecting, networking, and referrals.
- Conduct regular client reviews to strengthen long-term relationships.
- Maintain the highest compliance standards while acting in your clients best interests.
This is a rare opportunity to establish and scale your own successful practice with the support of Old Mutuals brand, training academy and this established franchise.
What's on offer?- Settling-in allowance: R25 000 per month for the first 2 months.
- Earnings model: 80% of commission to the Financial Planner, 20% to the Franchise.
- Incentives: Channel Performance Incentive and Franchise Incentive programmes for top performers.
- Access to the Old Mutual Training Academy and ongoing professional development.
- Option to work on-site or flexibly.
- Support from an established team of 10 Financial Planners within the franchise.
If you are a driven professional ready to scale your business with the backing of a trusted brand, we want to hear from you.