Financial Advisor

Old Mutual South Africa; eMalahleni; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services provider in eMalahleni is seeking dynamic Financial Advisors to champion customer success. You will provide financial advice, implement tailored financial plans, and build lasting customer relationships. Ideal candidates should have strong customer-centric skills, a valid Driver’s License, and a Senior Certificate. This role offers competitive remuneration and flexible working hours.

Benefits

Free Adviser Academy Learning Programme

Living Allowance during training

Market competitive remuneration

Flexible working hours

Development coach/mentor

Qualifications

• Customer-centric focus to meet financial needs.
• Excellent networking and relationship building skills.
• Ability to manage customer interactions effectively.

Responsibilities

• Generate leads through networking and relationship building.
• Provide sound financial advice to customers.
• Implement tailored financial plans for clients.

Skills

Customer Centricity

Networking

Collaboration

Agile Innovation

Disciplined Execution

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

RE 5

COB in Long Term Insurance and Investments

Job description

We want YOU to join our vibrant brand. We are looking for dynamic individuals who have a passionate entrepreneurial spirit, with excellent interpersonal skills and who is up for the challenge.

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. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction and relationship management.

Benefits Include

• Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser
• Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser
• Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability cover
• Flexible working hours
• A great culture with people who do great things every day
• Development coach/mentor and continuous learning programmes

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!

Candidate Requirements

• Customer Centricity
• Networking & leading with Influence
• Collaboration
• Agile Innovation that makes a difference
• Disciplined Execution and Tenacity

Role Requirements

• Senior Certificate (Matric / Grade 12/ NQF 4)
• RE 5
• COB in Long Term Insurance and Investments
• A valid Driver’s License with your own vehicle or access to a vehicle

This position reports to: Sales Manager