Agency Franchise Advisor - Durban South, South Africa - Old Mutual

Description

Description

We 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

Skills

Education

Bachelors Degree (B), High School (Grade 12) (Required)

Closing Date

01 May 2024