Agency Franchise Advisor

• 

  Location

  (SOUTH AFRICA) and Durban

• 

  Job Reference

  19859

• 

  Functional Area/Experience

  Business, Accounting & Finance / 2 Years

Job Description & Qualifications

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

Closing Date

01 May 2024

The 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.