Job Title: Financial Planner (Old Mutual Product Specialist) Location: SunninghillEmployment Type: Full-TimeReporting 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. #J-18808-Ljbffr