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Full-time
high school, professional certificate
Posted 22d ago
Apply by Aug 20
~40 hrs/week
Responsibilities
The role involves identifying financial needs and providing sound advice to help customers achieve lifetime goals through fit-for-purpose financial plans. Responsibilities include procuring new business and expanding product sales with existing customers using self-generated leads.
Requirements
Candidates must have a Senior Certificate (Matric/Grade 12), 24 months of financial industry experience, and a valid driver's license with a vehicle. Regulatory Examination (RE5) and Class of Business/CPD points are also required.
Full job description
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Responsible for the procurement of new business
Expand sales of products and services with existing customers
Work mainly on own leads
Qualifications and Experience:
Senior Certificate (Matric / Grade 12/ NQF 4)
24 months' financial industry experience.
Regulatory Examination/RE5
Class of business/CPD points
A valid Driver's License
Have your own vehicle or access to a vehicle for work purpose
Criminal clear
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
19 August 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. We have been helping our customers achieve their lifetime financial goals for over 170 years by investing their funds in ways that create positive futures for them, their families, their communities and broader society.
In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.
We employ more than 30 000 people and operate in 14 countries across two regions Africa (South Africa, Namibia, Botswana, Zimbabwe, Kenya, Malawi, Tanzania, Nigeria, Ghana, Uganda, Rwanda, South Sudan and eSwatini) as well as Asia (China)
So why work here?
We believe you can shape the future with us – a future where we build a better Africa together. That’s why we’re committed to creating opportunities that will give you an edge on the rest. Once you’re part of our team, you will have access to the best breed of advice, tools and frameworks that will equip you to be your exceptional best. #MomentsThatMatter
Offices: 107 Rivonia Road, Sandton, Gauteng 2196, ZA · Jan Smuts Drive, Pinelands, Cape Town, Western Cape 7405, ZA
How many Finance & Accounting jobs are open in Cape Town, South Africa right now?
There are currently 475 open finance & accounting positions in Cape Town, South Africa listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Cape Town, South Africa?
Companies currently hiring include Old Mutual South Africa, DigiOutsource, FirstRand Bank India, EXL, Apex Group Ltd, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Cape Town, South Africa?
Yes — 188 of the 475 open finance & accounting positions offer remote or hybrid work (39 remote, 149 hybrid).
How do I apply for Finance & Accounting jobs in Cape Town, South Africa?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.