Job Description

As a Financial Advisor at Old Mutual, you’re building your own business within a trusted brand. At its core, this role is about creating opportunities, building relationships, and converting them into long-term clients.

You’ll spend a significant part of your time reaching out to potential clients, understanding their financial needs, and guiding them towards solutions that help them grow and protect their wealth.

This is not just about selling financial products. It’s about helping people and families build wealth, make better financial decisions – how they save, invest, protect their income, and plan for the future.

You’ll act as a trusted partner, breaking down complex financial concepts into simple, meaningful conversations that clients can relate to and act on.

At the same time, this is a performance-driven sales role. The people who succeed are those who stay consistent, take ownership of their results, and keep going even when outcomes take time. It requires energy, resilience, and a strong internal drive to build something meaningful over time.

If you’re passionate and intentional about building a long-term career in Insurance and Financial Services, enjoy connecting with people, and are motivated by both impact and income, this role will give you the platform to thrive.

What You’ll Be Responsible For

• Understand people first – You’ll hold meaningful conversations with clients to understand their goals, lifestyle, income, and financial priorities, going beyond surface-level needs to uncover what truly matters to them.
• Guide smart financial decisions – Based on what you learn, you’ll recommend investment and insurance solutions that are practical, relevant, and aligned to each client’s goals – not just generic products.
• Simplify finance for everyday people – You’ll take complex financial concepts and break them down into simple, clear insights that clients can easily understand and confidently act on.
• Stay informed and relevant – You’ll continuously learn about market trends, new products, and industry changes so that your advice remains timely, credible, and valuable.
• Build long-term relationships – This is not a one-time interaction; you’ll keep in touch with clients, review their progress, and support them through different life stages and financial decisions.
• Grow your own client base – You’ll actively look for new opportunities through referrals, networking, and personal initiative, building a pipeline that reflects your effort and ambition.
• Deliver with professionalism – From documentation to compliance and follow-ups, you’ll ensure every interaction is handled accurately, ethically, and in line with industry standards.

What Success Looks Like

• You build a growing portfolio of clients who trust your advice and keep coming back
• Your clients understand their financial decisions and take action with confidence
• You consistently meet or exceed your targets through disciplined effort
• You become known for clarity, reliability, and delivering real value
• Your income and career growth reflect your performance and consistency

What Will Set You Apart

• You have a genuine passion for building a career in insurance and financial advisory
• You take time to truly understand people, not just close a sale
• You can translate financial concepts into everyday language that anyone can relate to
• You show up consistently, even on tough days, and stay disciplined in your efforts
• You leverage digital tools and social platforms to build your presence and connect with clients
• You approach your work with an ownership mindset, treating it like your own business

Where People Struggle (If You’re Not Careful)

You will struggle;

• If you wait for opportunities instead of actively finding and creating them, progress will be slow
• If you take rejection personally and don’t build resilience, it can quickly become discouraging
• If you don’t stay organized or follow up consistently, you may lose trust and potential business
• If you focus only on selling instead of helping, clients will struggle to trust your intentions

This job is for you if;

• You are hungry to build a meaningful career, not just get a job
• You have a strong interest in insurance, financial services, and helping people make better money decisions
• You enjoy connecting with people and building long-term relationships
• You are self-driven, energetic, and motivated by growth and results
• You are open to learning and improving, especially in finance, communication, and sales
• You are comfortable working in a target-driven environment where effort directly impacts outcomes
• You are digitally aware and understand how technology can enhance customer experience

How We’ll Support You to Succeed

• You’ll go through structured training programs that build your knowledge in insurance, investments, and financial planning
• You’ll receive ongoing coaching and mentorship to help you navigate challenges and improve performance
• You’ll have access to tools, systems, and digital platforms that make your work more efficient and impactful
• You’ll see a clear career growth pathway, including opportunities to step into leadership or build your own practice
• You’ll be part of a culture that values learning, resilience, and continuous development

What We’re Looking For (Qualifications)

• A Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field—or equivalent practical experience
• 0 –1 year experience in a customer-facing or sales environment, where you’ve interacted directly with people
• Strong communication and interpersonal skills, with the ability to engage and influence others
• A clear interest in building a career in insurance or financial advisory
• A willingness to learn quickly, adapt, and grow in a performance-driven role