Job Description

Role Overview

As a Financial Adviser within an Old Mutual franchise, you will provide tailored financial solutions to individuals, families, and small businesses. Operating under a globally recognized brand, you will leverage Old Mutual's resources while enjoying the autonomy of a franchise model. Your role focuses on fostering financial security through expert advice on investments, insurance, retirement planning, and wealth management.

This is a remote work position. Remuneration is based solely on commission.

Benefits

80% - 100% share of commission.
Up to R 50 000 training allowance paid.
Training and Support on an ongoing basis.
Performance Incentives and Awards.

Minimum Requirements:

Relevant financial qualification at NQF 5 level At least 2 years' experience as a financial adviser FAIS Compliant - Regulatory Examination (RE5) and/or relevant FSCA recognised tertiary qualification Clear Credit Record

Skills & Competencies:

Key Responsibilities:

Client Engagement:

Conduct consultations to understand clients' financial goals, risk tolerance, and life stages. Offer personalized strategies using Old Mutual's products

Sales & Business Development:

Meet sales targets by acquiring new clients and expanding relationships with existing ones. Promote franchise growth through local networking, community involvement, and marketing initiatives.

Compliance:

Adhere to regulatory standards and Old Mutual's compliance frameworks. Ensure all advice aligns with legal and ethical guidelines.

Financial Planning:

Analyze clients' financial statuses to recommend tax-efficient investments, estate and risk planning

Continuous Learning:

Stay updated on industry trends, product changes, and regulatory shifts via Old Mutual's training programs.

Technology Utilization:

Use CRM systems and financial tools to track client interactions and optimize planning processes.

Skills & Competencies:

Communication:

Ability to explain complex concepts to diverse clients, considering cultural and linguistic nuances.

Sales Acumen:

Proven track record in meeting targets and building client networks.

Analytical Thinking:

Assess financial data to create actionable plans.

Ethical Judgment:

Uphold integrity in all client interactions.

Work Environment:

Hybrid Structure:

Blend of office-based tasks and client meetings, with potential travel.

Performance-Driven Culture:

Incentives for exceeding targets, supported by Old Mutual's training and marketing resources.

Community Focus:

Engage in financial literacy initiatives to empower underserved populations.
Job Type: Full-time

Pay: R10000,00 - R50000,00 per month

Application Question(s):

Are you able to provide 6 months of commission statements reflecting a commission income of at least R 16 000pm?
Experience:

Insurance Sales: 2 years (Required)
License/Certification:

RE 5 Certificate (Required)
Work Location: In person