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.
Responsibilities
Responsible for the procurement of new business
Expand sales of products and services with existing customers
Work mainly on own leads
Career Benefits
75 - 100% share of commission when meeting certain targets
Weekly activity bonus of up to R2000
R20 000 in training allowances paid per month whilst in training for first 3 months
Support with industry related qualifications
Access to Medical Aid, Retirement and Group life benefits provided
Annual bonus paid to qualifying advisers of up to R75k+
Upmarket office space and facilities provided at no cost
Full access to a range of specialist support staff
Development and career progression
Opportunity 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 with
Opportunities to qualify for various incentives, namely periodic competition incentives, share awards, regional and overseas conventions
We pay 100% of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or becomes disabled
Qualification & Experience
Senior Certificate (Matric / Grade 12/ NQF 4)
18 months' financial industry experience.
Regulatory Examination/RE5
Class of business/CPD points
A valid Driver's License
Have your own vehicle or access to a vehicle for work purposes
Criminal clear
Personal Effectiveness
Excellent negotiation skills
Self-starter
Ability to work independently
Skills
Communication, Entrepreneurial Thinking, Finance Industry, Sales, Technical Savvy
Closing Date
29 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.
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