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Financial Advisor

Old Mutual South Africa

eMalahleni

On-site

ZAR 200,000 - 400,000

Full time

20 days ago

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Job summary

A leading financial services brand in South Africa seeks passionate individuals for the role of Financial Advisor. Here, you will engage with clients to provide tailored financial solutions and achieve their goals while enjoying flexible hours and support for your professional development.

Benefits

Free Adviser Academy Learning Programme
Living Allowance during training
Commission & Advice Fees
Medical Aid
Group Life, Funeral, and Disability cover
Flexible working hours
Development coach/mentor
Continuous learning programmes

Qualifications

  • Senior Certificate required.
  • Valid Driver's License and vehicle access.
  • RE 5 and COB in Long Term Insurance necessary.

Responsibilities

  • Champion customers to identify financial needs.
  • Generate leads through networking and relationship building.
  • Provide financial advice and implement financial plans.

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

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