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Johannesburg: Financial Planner – Insurance

Johannesburg: Financial Planner – Insurance

Location
Gauteng

Job Type
Accounting / Finance

Job Description

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.
View Job  Johannesburg: Back End Developer - Johannesburg - up to R580 per hour posted by E-Merge

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