Financial Adviser

Ethekwini Wealth Management; Phoenix; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services firm in Phoenix is looking for self-driven field agents to provide tailored financial solutions. This role offers unlimited earning potential based on individual sales efforts. Candidates need a Grade 12, a clear criminal and credit check, and 3+ years of working experience in sales. If you’re ready to build your career in the financial sector, apply now!

Qualifications

• 3+ years working experience, preferably in sales.
• Own vehicle is essential.
• A clear criminal and credit check.

Responsibilities

• Provide advice on financial products.
• Achieve results through personal efforts.
• Prospect for clients independently.

Skills

Client Focus

Planning and Organising

Sales Ability

Interpersonal Techniques

Education

Grade 12

Job description

Ethekwini Wealth Management is an accredited Old Mutual franchise based in Phoenix, Durban. Our advisors provide tailor made financial solutions to our clients.

We are looking for self-driven field agents to join our team. If you are excited working in an environment with unlimited earning potential continue reading this post.

Role Description:
This candidate will be expected to:

· Provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition and compliance framework
· The specific range of products are focused on a subset of the South African, market i.e. Mass Market which has an income range of R8 000 to R25 000
· Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise

MANDATED FRANCHISE AGENT VALUE PROPOSITION:
This opportunity is for you if you want to:

· Build a professional career in the financial services industry
· Independently manage your own time, tasks and output
· Be rewarded for your entrepreneurial drive - the more you sell the more you earn
· Be able to create an unlimited earning potential based on your efforts

Skills Required:
For this role you’ll need to:
· Be accountable for service delivery through your own efforts
· Develop your career in line with the legislative requirements for the professional role as a Financial Adviser
· Collaborate effectively with others to achieve personal results
· Accept and live in partnership with the company values
· Treat customers fairly while providing financial advice
· Establish sound working relationships
· Maximise opportunities with prospective clients
· Appropriate interpersonal and communication techniques to gain client acceptance
· Develop, track and review the business plan to meet individual performance targets
· Prospect for clients independently or through franchise developed opportunities

Role Requirements:
· Grade 12 (Essential)
· Own Vehicle (Essential)
· A clear criminal and credit check
· A minimum of 3 years working experience (Sales preferred)
· Candidates with a DOFA date earlier than 01 June 2024 will need to have completed RE5
· FAIS 120 credits/Recognized FSCA qualification for candidates with 3+years of experience
· CPD/COB UpToDate for experienced candidates

Competencies:
· Client Focus
· Planning and Organising
· Technical Knowledge
· Thinking Skills
· Decision Making Abilities
· Sales Ability
· Tenacity

If you meet the above mentioned requirements, kindly send us your application. Make sure your contact details are up to date. We will contact you within 7 business days. Should you not be contacted by us within 14 business days, please consider yourself unsuccessful.