Financial Advisor / Agent
Job Description
:
Malidwala Pty Ltd, a franchise sponsored by Old Mutual, is seeking a dedicated and experienced Field Financial
Advisor to join our team. The successful candidate will be responsible for selling Old Mutual long-term policies.
Key Responsibilities:
? Sell Old Mutual long-term policies to clients.
? Provide financial planning and advice to clients.
? Maintain and build client relationships & work independently to achieve sales targets
Requirements:
? Minimum of 2 years of experience as a Field Financial Advisor.
? Previous experience selling Old Mutual policies is an advantage.
? RE 5 certification.
? Wealth Management / 120 Financial Planning credits:
? Over 2 years of experience for RE 5.
? Over 6 years of experience for Wealth Management / 120 credits certificate in Financial Planning.
? Ability to work independently & own vehicle is an advantage.
? Strong self-discipline and alignment with company and Old Mutual values.
What We Offer:
? Commission-based remuneration.
? Opportunity to work with a reputable franchise sponsored by Old Mutual.
? Supportive and dynamic work environment.
Contact Information:
? Contact Person: Tulisile Mtembu Phone Number: 072 662 6044
or Zandile Mgoboza , Phone number +27 76 878 4761
? Application CV can be sent via email: malidwala@outlook.com
Job Types: Full-time, Permanent
Work Location: In person
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Job Detail
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Job IdJD1523991
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationJohannesburg, GP, ZA, South Africa
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EducationNot mentioned