Agency Franchise Advisor

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 supportFinancial planning and advice toolsSupport with FAIS competency requirements (such as qualifications and CPD) Upmarket office space and facilities provided to meet with customersMarketing and sales supportCompliance supportA competitive product rangeQualification & Experience:Senior Certificate (Matric/Grade 12/NQF 4)Minimum of 2 years (24 months) experience in the financial services industryRegulatory Examination (RE5) and/or financial tertiary qualificationApplicable Class of Business modules/CPD points for the cycle complete (where applicable)Clear Criminal and Credit RecordPersonal Effectiveness:Business acumen and ability to work independentlyAn energetic and self-motivated mindsetResponsible for the procurement of new businessExpand sales of products and services to existing customersRelationship buildingSkillsEducationBachelors Degree (B), High School (Grade 12) (Required)Closing Date01 May 2024