Franchise
Distribution
Franchising Opportunities from Old Mutual

What is Agency Franchise Distribution?

Agency Franchise Distribution (AFD) is an alternative financial services distribution business within Old Mutual Life Assurance Company South Africa. Franchises are owned by Franchise Principals leading a team of Financial Advisers.

Franchise Principals and Financial Advisers are dedicated to addressing customer’s financial needs through a structured financial planning process and operate under the Old Mutual Financial Services Provider License 703.

Why consider Agency Franchise?

We are about a mutually beneficial relationship. By uniting our values, your expertise, our unwavering support, and Old Mutual's solutions, we form a powerful partnership dedicated to fulfilling our customer’s needs. It's not just about working with you; it's about standing alongside you and driving success together.

Starting your own business can feel overwhelming, but with Old Mutual Agency Franchise Distribution by your side, you are not alone. Our Franchise Financial Advisers operate under our license, equipped to provide advice on Old Mutual products. We provide comprehensive backup and support, assisting Franchise Principals in conducting feasibility analysis and crafting business plans to launch successfully.

A South African entrepreneur researches online to help her decide if she should consider her own franchise.
Are you ready to become a Franchise Principal?

Here's everything you need to know if you'd like to become a Franchise Principal.

Support

Joining AFD means you're not alone in starting your own business. From the initial setting up of your offices to ongoing guidance and training, we provide unwavering support. Our Provincial General Managers collaborate closely with Franchise Principals to customize a dynamic business plan, optimising startup, and running costs while planning for lucrative earnings. Together, we empower you to launch a successful franchise and cultivate a thriving team for prosperity.

As a Franchise Principal, you play an integral role in AFD. You serve as the heartbeat of your franchise, instilling passion and purpose in your advisers, shaping their futures as well as shaping the future of your business. It is therefore important that you:

  • Maintain a thriving network with strong recruitment skills
  • Mentor your franchise advisers
  • Oversee sales and compliance
Business professionals meet to discuss the benefits of going in on a franchise together.
Franchise Principal requirements

What do you need to become a Franchise Principal:

  • Energetic and motivating mindset
  • Extensive experience in sales management leading experienced financial advisers
  • Strong business acumen and talent for developing people
  • Exceptional leadership qualities
  • Wide network and effective recruitment skills

Being a Franchise Principal means being passionate about identifying and recruiting the right advisers, nurturing their development to maximise their potential, and delivering the full Old Mutual proposition to customers.

What are the benefits
Franchise Principals receive:
  • Reputational support of a leading brand with 179 years’ worth of experience
  • Access to customer & adviser systems and online reporting systems
  • Protection of operating under Old Mutual’s FSP Licence
  • Legislative, compliance & regulatory requirement support
  • Excellent service fee structure including the build-up of an annuity income
  • Adviser App to track new business risk cases in real time
  • Adviser management via Payroll services
  • Access to a team of specialists to support you in your business
  • Comprehensive product range to support your holistic advice
  • Comprehensive business support
  • Access to ongoing professional development
Tools, services, and products
  • Tools and solutions - Access a wide range of tools and solutions ranging from advice, implementation, servicing, and practice management as well as a differentiated version of X Plan which has a goal development tool to assist your Financial Needs Analysis.
  • Business support - Every region has access to a Business Support Manager who offers compliance monitoring, onboarding, and operational support. Relationship managers can assist with new business and subject matter experts such as Legal Advisers, Product Specialists, Learning Consultants, and Marketing Managers are available to upskill advisers and enhance the Franchises’ value to customers.
  • Marketing - Receive updates on opportunities and lead campaigns to assist you with your prospective or existing customer. You can bolster your customer activation engagements by making use of the streamlined end-to-end processes.
  • Holistic advice - You have access to a comprehensive range of solutions to assist you in holistic financial planning to protect, grow, and sustain customers' financial interests.
Are you ready to become a Franchise Agent?

Here's everything you need to know about becoming a Franchise Agent.

Franchise Agent requirements
  • Relevant financial qualification at NQF 5 level
  • At least 2 years’ experience as a financial adviser
  • FAIS Compliant - Regulatory Examination (RE5) and/or relevant FSCA recognised tertiary qualification
What you get
  • Adviser App - Saves time and keeps you informed about your Old Mutual Protect (Risk) cases by delivering real-time notifications regarding outstanding requirements. You can upload the outstanding requirements from the app
  • Astute - Free unlimited access to Astute
  • X Plan - Free access to a differentiated X Plan with Goal Development model
  • Microsoft 365 - Advisers receive Microsoft 365 licenses, allowing access to the Microsoft suite
  • Client referrals - If you come across a potential Short Term Insurance customer, you can utilise the automated referral process seamlessly integrated into XPlan. A referral process is also available for Medical Aid customers
  • Unified Digital Platform - A single platform for ease of access to new business, servicing systems, marketing information and practice management.
Recognition and Development
  • Aviator Program - The "Aviator" recognition program includes annual conventions (both offshore and onshore) and regional recognition events, offering rewards to participants.
  • Development - The regional Learning Performance Consultant provides invaluable ongoing training and development, ranging from XPLAN to Product School, ensuring that advisers receive essential upskilling.
  • CPD - Advisers must plan and complete their CPD cycle timeously (FAIS and FPI). CPD points can be earned through in-house sessions
  • Clubs & Forums - This opportunity is provided to select advisers to refine their knowledge of products and understanding of the market. The High Flyers Club is tailored to enhance skill in risk discussions, while the monthly investment forum concentrates on savings and investments.
Get in touch

WESTERN CAPE
Louis Joubert | 082 497 4752 | Email Louis

KWAZULU-NATAL
Sihle Mfeka | 082 468 4070 | Email Sihle

GAUTENG
Tashlin Naidoo | 071 596 8288 | Email Tashlin

PRETORIA
Anesh Ramauthar | 081 400 4334 | Email Anesh

You can also get in touch with:
General Manager: Jay Naidoo | 083 407 6820 | Email Jay
AFD Strategy Manager: Rodver Simmons | 073 170 3124 | Email Rodver

If you would like to know more, please get in touch with the Provincial General Manager in your area:

View the Johannesburg franchise details

FRANCHISE NAME
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8DOT10 ADVISORY (PTY) LTD

ARDENT WEALTH (PTY) LTD

ENGAGE EDUCATE EMPOWER (PTY)

HEPTAGON CAPITAL

NETSURE ADVISORY SERVICES

PTM WEALTH MANAGERS (PTY) LTD

 

SISEKO FINANCIAL SOLUTIONS

SUREFIN ADVISORY SERVICES

VISION LIFE PLANNING (PTY) LTD

8DOT10 ADVISORY (PTY) LTD

8DOT10 ADVISORY (PTY) LTD

ENGAGE EDUCATE EMPOWER (PTY)

HEPTAGON CAPITAL

NETSURE ADVISORY SERVICES

PTM WEALTH MANAGERS (PTY) LTD

 

SISEKO FINANCIAL SOLUTIONS

SUREFIN ADVISORY SERVICES

VISION LIFE PLANNING (PTY) LTD

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NETSURE ADVISORY SERVICES

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View the Pretoria franchise details

FRANCHISE NAME
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DIDIMATA HOLDINGS (PTY) LTD

 

DELTROFUSION FINANCIAL SERVICE

 

GDC ADVISORY(PTY) LTD

 

PINNACLE 9 (PTY) LTD

 

RJ FINANCIAL SERVICE CC

ROUND SQUARE FIN SERV

 

TRUE NORTH ADVICE

DELTROFUSION FINANCIAL SERVICE

 

DIDIMATA HOLDINGS (PTY) LTD

 

GDC ADVISORY(PTY) LTD

 

PINNACLE 9 (PTY) LTD

 

RJ FINANCIAL SERVICE CC

ROUND SQUARE FIN SERV

 

TRUE NORTH ADVICE

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View the KwaZulu-Natal franchise details

FRANCHISE NAME
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ACCSURE WEALTH

DESIGNED WEALTH SOLUTIONS

GRMP WEALTH

MAYBORN ADVICE

MAY-SAN FINANCIAL SERVICES

MTHABASE FINANCIAL SOLUTIONS

MNOTHO WEALTH MANAGEMENT SERVICES

 

TRIDENT WEALTH MANAGEMENT (PTY)

WEALTH SURANCE

ZT WEALTH SOLUTIONS

ACCSURE WEALTH

DESIGNED WEALTH SOLUTIONS

GRMP WEALTH

MAYBORN ADVICE

MAY-SAN FINANCIAL SERVICES

MNOTHO WEALTH MANAGEMENT SERVICES

 

MTHABASE FINANCIAL SOLUTIONS

TRIDENT WEALTH MANAGEMENT (PTY)

WEALTH SURANCE

ZT WEALTH SOLUTIONS

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View the Western Cape franchise details

FRANCHISE NAME
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ADVISEK

COMPLETE FINANCIAL & BUSINESS

CROSS WEALTH FINANCIAL SERVICE

EMPFIN SOLUTIONS CC

INFINITUM FINANCIAL SOLUTION

PARAGON WEALTH ADVISORS

RISK FREE SOLUTIONS

TRI WEALTH

WEALTH PARTNERS

ADVISEK

COMPLETE FINANCIAL & BUSINESS

CROSS WEALTH FINANCIAL SERVICE

EMPFIN SOLUTIONS CC

INFINITUM FINANCIAL SOLUTION

PARAGON WEALTH ADVISORS

RISK FREE SOLUTIONS

TRI WEALTH

WEALTH PARTNERS

ADVISEK

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TRI WEALTH

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