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: R10 000,00 - R50 000,00 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
