About Company
Old Mutual is a leading international financial services group that has been helping customers achieve their financial goals for over 175 years. Founded in South Africa in 1845, we offer a wide range of financial solutions, including life assurance, asset management, banking, and general insurance. Our mission is to be our customers’ most trusted lifetime financial partner, enabling them to prosper by providing expert advice and innovative products. We are deeply committed to empowering individuals, families, and businesses to secure their financial futures and make their everyday lives easier through sound financial planning and tailored insurance solutions. Join a legacy of trust, innovation, and community impact.
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Job Description
Are you an ambitious, client-focused professional with a deep passion for helping individuals and businesses secure their financial future? Old Mutual is seeking a dynamic and self-motivated Remote Insurance Broker, often known as a Financial Advisor, to join our extensive network of financial professionals. In this pivotal role, you will be responsible for building and nurturing strong client relationships, understanding their unique insurance and financial needs, and providing expert, tailored advice on a comprehensive suite of Old Mutual’s products. This includes life assurance, short-term insurance, investment-linked policies, and healthcare solutions, among others.
This is a fantastic opportunity for an entrepreneurial individual to leverage Old Mutual’s renowned brand and robust support systems while working with the flexibility of a remote setup. You will effectively manage your own client portfolio, identify new business opportunities within the Heidelberg, Western Cape region, and guide clients through the entire financial planning process—from initial consultation and in-depth needs analysis to policy selection, application, and ongoing service. We are looking for someone who thrives on achieving sales targets, is dedicated to continuous learning about market trends and product developments, and consistently upholds the highest ethical standards in all client interactions. If you are ready to take control of your career, make a significant impact on people’s lives by helping them achieve financial security, and benefit from an uncapped commission structure with the backing of a reputable institution, we invite you to explore this exciting remote role.
Key Responsibilities
- Cultivate and maintain strong relationships with new and existing clients, primarily through remote channels.
- Conduct thorough financial needs analyses to identify client objectives and challenges.
- Provide expert advice on Old Mutual's extensive range of insurance and investment products.
- Develop and present customized financial plans and solutions to meet client needs.
- Drive sales targets and generate new business opportunities within the designated territory.
- Ensure all sales and advice processes adhere to FAIS (Financial Advisory and Intermediary Services Act) and other regulatory compliance requirements.
- Stay informed about industry trends, market changes, and new product offerings.
- Manage client queries, policy reviews, and claims processes effectively.
- Participate in ongoing training and development programs to enhance expertise.
Required Skills
- Proven sales and negotiation abilities with a client-centric approach.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving capabilities.
- Ability to work independently and manage time effectively in a remote environment.
- High level of integrity, professionalism, and ethical conduct.
- FAIS accreditation (RE5 certification) or willingness to obtain it immediately.
- Proficiency in using CRM software and standard office applications.
Preferred Qualifications
- Tertiary qualification in Financial Planning, Business, Economics, or a related field.
- Minimum of 2 years of experience as an Insurance Broker, Financial Advisor, or similar sales role in financial services.
- Existing client base or strong network within the Western Cape region.
- Knowledge of Old Mutual products and systems.
Perks & Benefits
- Uncapped commission structure with high earning potential.
- Flexibility of a remote work model.
- Extensive training and ongoing professional development opportunities.
- Access to Old Mutual's comprehensive product suite and advanced financial planning tools.
- Strong brand reputation and marketing support.
- Opportunity to build a lasting career and make a significant impact on clients' lives.
- Performance incentives and recognition programs.
How to Apply
If you are ready to embark on a rewarding career as a Remote Insurance Broker with Old Mutual, we encourage you to apply directly through our dedicated advisor opportunities portal. Please click on the application link below to submit your detailed profile and express your interest.
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