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

    Old Mutual
    Old Mutual Durban South, South Africa

    3 days ago

    Old Mutual background
    Full time
    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
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