Commissioned Financial Advisor

Old Mutual South Africa; Bloemfontein; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance company in Bloemfontein seeks self-motivated and dynamic individuals for a financial advisor role. Candidates will provide financial advice, expand sales with existing customers, and work mostly on their own leads. A Senior Certificate and 24 months of financial industry experience are required, along with a valid Driver's License and access to a vehicle.

Qualifications

• 24 months' financial industry experience required.
• Regulatory Examination/RE5 certification is necessary.
• Must hold a valid Driver's License.

Responsibilities

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Self-motivated

Dynamic

Entrepreneurial spirit

Education

Senior Certificate (Matric / Grade 12 / NQF 4)

Job description

Overview

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.

Responsibilities

• 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