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Wealth Management Professional

1 week ago


Cape Town, Western Cape, South Africa Structured wealth solutions Full time

Structured Wealth Solutions invites applications for a Broker Agent position focusing on Old Mutual offerings. The ideal candidate will have a strong background in marketing and selling financial products, including investments, retirement cover, wills, life cover, and funeral cover.

Requirements:
  1. A valid driver's license and access to a vehicle are mandatory.
  2. The candidate must hold a Matric certificate (Grade 12) or equivalent.
  3. RE5 qualification is highly desirable but not essential.
  4. The individual should possess additional relevant qualifications aligned with the job requirements.
  5. A minimum of previous experience in the financial services industry is necessary, preferably as an advisor or consultant.
  6. Experience in marketing and selling financial products/solutions is a must.
  7. The selected candidate will be self-motivated, enthusiastic, and a people person.

Why Choose Us:

  • Structured Wealth Solutions offers a dynamic work environment where you can grow professionally.
  • As a Broker Agent, you will have the opportunity to work with reputable companies like Old Mutual.
  • This role is perfect for those who thrive in fast-paced environments and are driven by results.