Direct Established Financial Advisor - Sandton

Old Mutual Personal Financial Advice; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in South Africa is seeking dynamic individuals for the Financial Advisor position. You’ll provide tailored financial advice to help clients achieve their goals. The role offers comprehensive training, qualified leads, and a market-competitive remuneration package including commission and allowances. Ideal candidates should possess a Senior Certificate and be FAIS accredited.

Benefits

Commission and basic allowance

Medical aid

Group life insurance

Funeral cover

Disability cover

Qualifications

• Minimum qualification of Senior Certificate (Matric / Grade 12).
• FAIS accredited RE5 qualification required for Financial Advisers.
• Passionate entrepreneurial spirit and excellent networking skills.

Responsibilities

• Champion customers to achieve their lifetime goals with financial advice.
• Recommend and implement tailored financial plans and solutions.
• Work within an outbound financial sales contact center.

Skills

Excellent interpersonal skills

Networking

Entrepreneurial spirit

Education

Senior Certificate (Matric / Grade 12 / NQF 4 equivalent)

FAIS accredited RE5 / FAIS Qualification

Job description

Join Our Team We want YOU to join our vibrant brand.

We are looking for dynamic individuals who have a passionate entrepreneurial spirit, excellent interpersonal skills, and who are up for the challenge.

Duties & Responsibilities

Role Overview: 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.

As an Established Financial Advisor within Direct Financial Advice, you will work within a financial sales outbound contact center where you will receive qualified leads, comprehensive training, and the necessary system and management support to assist you in building a successful career as a Financial Adviser.

Desired Experience & Qualifications

Qualification & Experience: Senior Certificate (Matric / Grade 12 / NQF 4 equivalent). Fit and proper / FAIS accredited RE5 / FAIS Qualification required. Package & Remuneration: Adviser Training which will qualify you to operate as a Personal Financial Adviser.

Upon successful completion of the Adviser Training Programme and accreditation to operate as a Financial Adviser, you will receive market-competitive remuneration in the form of commission & basic allowance, medical aid, group life, funeral, and disability cover.

Apply Now

If you are a self-starter with outstanding networking and relationship-building skills, then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day!