Pfa Established Financial Advisor (Pietermaritzburg, Westville , Durban, Hillcrest, Umhlanga An[...]

PFA Established Financial Advisor (Pietermaritzburg, Westville, Durban, Hillcrest, Umhlanga and Richards Bay)Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. 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.
ResponsibilitiesResponsible for the procurement of new businessExpand sales of products and services with existing customersWork mainly on own leadsCareer Benefits75 - 100% share of commission when meeting certain targetsWeekly activity bonus of up to R2000R20 000 in training allowances paid per month whilst in training for first 3 monthsSupport with industry related qualificationsAccess to Medical Aid, Retirement and Group life benefits providedAnnual bonus paid to qualifying advisers of up to R75k+Upmarket office space and facilities provided at no costFull access to a range of specialist support staffDevelopment and career progressionOpportunity to benefit from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow advisors to broker note their clients withOpportunities to qualify for various incentives, namely periodic competition incentives, share awards, regional and overseas conventionsWe pay 100% of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or becomes disabledQualification & ExperienceSenior Certificate (Matric / Grade 12/ NQF 4)18 months' financial industry experience.Regulatory Examination/RE5Class of business/CPD pointsA valid Driver's LicenseHave your own vehicle or access to a vehicle for work purposeCriminal clearPersonal EffectivenessExcellent negotiation skillsSelf-starterAbility to work independentlySkillsCommunication, Entrepreneurial Thinking, Finance Industry, Sales, Technical Savvy
Closing Date29 November 2024
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.


#J-18808-Ljbffr