Financial Adviser (Agency Franchise Adviser) at Old Mutual

About the position

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Old Mutual Franchise Services Providers.

Role Overview
A partnership where you retain your identity and independence and gain the strength and support of the Franchise as well as Old Mutual while 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.

Qualification & Experience

• Senior Certificate (Matric/Grade 12/NQF 4)
• Minimum of 2 years (24 months) experience in the financial services industry
• Regulatory Examination (RE5) and/or financial tertiary qualification
• Applicable Class of Business modules/CPD points for the cycle complete (where applicable)
• Clear Criminal and Credit Record

Career Benefits

• Contracted under the Old Mutual's FAIS license.

• Ongoing training and business support

• Financial planning and advice tools
• Support with FAIS competency requirements (such as qualifications and CPD)
• Upmarket office space and facilities provided to meet with customers
• Marketing and sales support
• Compliance support
• A competitive product range

Personal Effectiveness

• Business acumen and ability to work independently
• An energetic and self-motivated mindset
• Responsible for the procurement of new business
• Expand sales of products and services to existing customers
• Relationship building

Desired Skills:

• RE5
• Long term insurance
• sales

Desired Work Experience:

• 2 to 5 years Investments, Insurance & Assurance
• 2 to 5 years Financial Services Consulting

Desired Qualification Level:

• Certificate