Agency Franchise Advisor

Old Mutual

Durban, KwaZulu-Natal
Permanent
Full-time

1 month ago

Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionWe are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Old Mutual Franchise Services Providers.A partnership where you retain your identity and independence and gain the strength and support of the Franchise as well as Old Mutual while 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.Career Benefits:

Contracted under the Old Mutual’s FAIS licence.
Ongoing training and business support
Financial planning and advice tools
Support with FAIS competency requirements (such as qualifications and CPD) Upmarket office space and facilities provided to meet with customers
Marketing and sales support
Compliance support
A competitive product range

Qualification & Experience:

Senior Certificate (Matric/Grade 12/NQF 4)
Minimum of 2 years (24 months) experience in the financial services industry
Regulatory Examination (RE5) and/or financial tertiary qualification
Applicable Class of Business modules/CPD points for the cycle complete (where applicable)
Clear Criminal and Credit Record

Personal Effectiveness:

Business acumen and ability to work independently
An energetic and self-motivated mindset
Responsible for the procurement of new business
Expand sales of products and services to existing customers
Relationship building

SkillsEducationBachelors Degree (B), High School (Grade 12) (Required)Closing Date01 May 2024The 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.The Old Mutual Story!

Old Mutual

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