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Established Financial Advisers

Old Mutual

Old Mutual was named Top Employer 2017 in South Africa and Ghana by the Top Employers Institute.

Our customers need and want personal financial planning, knowledgeable advice and a trusted brand, and this is what Old Mutual Personal Financial Advice has always offered.

Old Mutual Life Assurance is seeking suitably qualified individuals for these opportunities.

You will be responsible for providing needs-based financial advice and education to clients in the middle to high-income market, in order to
build long-term stakeholder relationships and increase market share.

ESTABLISHED FINANCIAL ADVISERS

LYDENBURG AND BURGERSFORT

Duties and responsibilities will include: • identifying viable client opportunities • actively networking and prospecting to build relationships • focused use of resources to build a cost-effective structure • identifying marketing needs and opportunities • meeting sales targets.

The successful applicant should substantially meet the following requirements: • at least 24 months’ current experience as a Financial Adviser • have completed a relevant qualification at NQF level 5 • RE qualification • proven relationship/ networking/influencing skills • proven presentation skills • proven data analysis skills for different clients, e.g. financial planning process • advanced level of computer literacy • good planning and organising skills • resilience • results-driven • ability to meet customer expectations • ability to engage with multiple stakeholders in a constructive and collaborative way.

Competitive commission structure, pension fund and medical aid.

Suitable candidates with no industry experience will qualify for a conditional income of R10 250.

To apply, please forward your CV with certified copies of ID, valid driver’s licence and Matric certificate via email,
to mmorgan@oldmutual.com by no later than 3 May 2019.

Appointments will be made from the designated group in line with the Employment Equity Plan of OMSA and the specific business unit.

2019-04-24T16:10:12+02:00