Financial Adviser

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 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):

• Have you completed all of your CPD points for the previous year?
• 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: Remote