About the position
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.
Desired Skills:
- Retirement Planning
- Financial Advisory
- Investment Administration
- Investment Fund
- Pension Funds
- Personal Financial Planning
- Sales
- Investment consultancy
- Investment
- Personal Finance
- Entrepreneur
- Networking
- Cold Calling
- Lead generation
- Customer Relationship Management
Desired Qualification Level:
- Grade 12 / Matric
About The Employer:
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
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
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
