Established Financial Advisor

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Established Financial Advisor

Established Financial Advisor

Date Posted: 2024-08-03

Type: FULLTIME



Old Mutual Personal Financial Advice

Introduction

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 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.

Experience & Qualification

Senior Certificate (Matric / Grade 12/ NQF 4)

18 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

Career Benefits

75 - 100% share of commission when meeting certain targets

Weekly activity bonus of up to R2000

R20 000 in training allowances paid per month whilst in training for first 3 months

Support with industry related qualifications

Access to Medical Aid, Retirement and Group life benefits provided

Annual bonus paid to qualifying advisers of up to R75k+

Upmarket office space and facilities provided at no cost

Full access to a range of specialist support staff

Development and career progression

Opportunity to benefit from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow advisors to broker note their clients with

Opportunities to qualify for various incentives, namely periodic competition incentives, share awards, regional and overseas conventions

We pay 100% of trail flows to the adviser’s estate/chosen beneficiary in the event the adviser passes away or become disabled

Personal Effectiveness

Entrepreneurial approach

Excellent negotiation skills

Self- starter

Strong relationship and networking abilities

Ability to work independently

Responsible for the procurement of new business

Expand sales of products and services with existing customers

Work mainly on own leads

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