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Old Mutual Personal Financial Advice
Town:
Klerksdorp
Position:
Sales Agent
Experience Needed:
Senior Certificate (Matric / Grade 12/ NQF 4)
18 months' financial industry experience.
Regulatory Examination/RE5
Class of business/CPD points
Requirements:
A valid Driver's License
Have your own vehicle or access to a vehicle for work purpose
Criminal clear
Duties Include:
Duties & Responsibilities
The role is about 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.
Package & Remuneration
•75 - 100% share of commission when meeting certain targets
•Weekly activity bonus of up to R2000
•R20 000 in training allowances paid per month whilst in training for first 3 months
•Support with industry related qualifications
•Access to Medical Aid, Retirement and Group life benefits provided
•Annual bonus paid to qualifying advisers of up to R75k+
•Upmarket office space and facilities provided at no cost
•Full access to a range of specialist support staff
•Development and career progression
•Opportunity to benefit from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow advisors to broker note their clients with
•Opportunities to qualify for various incentives, namely periodic competition incentives, share awards, regional and overseas conventions
•We pay 100% of trail flows to the adviser’s estate/chosen beneficiary in the event the adviser passes away or become disabled
Additional Info:
Starting Date:
February 28, 2025
Date Created:
February 23, 2025
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