To apply, click on the link at the end of the posts and all the best with your applications

Financial Advisor (The Old Mutual Company)

Job Description

Description:

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa’s leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing “fit for purpose” financial plans and solutions.

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Career Benefits

• 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 the 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 trial flows to the adviser’s estate/chosen beneficiary in the event the adviser passes away or becomes disabled

Qualification & Experience

• Senior Certificate (Matric / Grade 12/ NQF 4)
• 18 months’ financial industry experience.
• Regulatory Examination/RE5
• Class of business/CPD points
• A valid Driver’s License
• Have your own vehicle or access to a vehicle for work purpose
• Criminal clear

Personal Effectiveness

• Excellent negotiation skills
• Self- starter
• Ability to work independently
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

SkillsCommunication, Entrepreneurial Thinking, Finance Industry, Sales, Technical Savvy

Click here to apply

Associate Financial Advisor

Job Description

Description:

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa’s leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing “fit for purpose” financial plans and solutions.

Minimum Requirements:

Matric

3-5 years’ work experience

A tertiary qualification at NQF Level 7 (law, commerce, accounting)

A valid Driver’s License

Clear Criminal and Credit Record

Excellent Communicator

Tech Savvy

Entrepreneurial spirit

#TrulyMutual Benefits:

• A structured learning program for navigating your way toward becoming a seasoned and qualified financial professional

• An exciting and challenging career path with options for specialization

• Unlimited earning potential on commission, when you consistently implement what you have learned

• Management oversight and a supportive infrastructure so that you are fully enabled to add value to clients

• Product Specialist support

• Company Laptop

• Access to revamped modern office space with meeting facilities

• Back-office support

• Rewards and recognition for outstanding performers

Do you have what it takes to work for a leading financial service? Apply now.

Please ensure your contact info is up to date (cell phone & email) as a recruiter will be reaching out to you directly

Skills

EducationBachelor’s Degree (B), High School (Grade 12) (Required)

Click here to apply

Part Time Financial Advisor

Job Description

Career Benefits

• Free Adviser Academy Learning Programmer which will qualify you to operate as a Personal Financial Adviser
• Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programmer for accreditation as a licensed Financial Adviser
• Upon successful completion of the Adviser Academy Learning Programmer and accredited to operate as a Financial Adviser you will receive Market-competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral, and Disability cover
• Flexible working hours
• A great culture with people who do great things every day
• Development coach/mentor and continuous learning programs
• If you are a self-starter, with outstanding networking and relationship-building skills then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day!

Qualification & Experience

• Senior Certificate (Matric / Grade 12/ NQF 4 equivalent)
• Must be currently employed
• Minimum of 3 years prior work experience
• Valid driver’s license

Personal Effectiveness

• Customer Centricity
• Networking & leading with Influence
• Collaboration
• Agile Innovation that makes a difference
• Disciplined Execution and Tenacity

SkillsCommunication, Customer Centricity, Innovation, Relationship Building

EducationBachelor’s Degree (B), High School (Grade 12) (Required)

Click here to apply

Financial Assessor based in Cape Town

Job Description

IDM has permanent opportunities available for young, fresh talent like you. If you come with energy, confidence, and ambition the rest will come.

Summary:

We are looking for intelligent and motivated graduates to join our Onboarding team as Financial Assessors, ultimately progressing into the Financial Consultant role within 6-12 months. As a Financial Assessor, you’ll contact consumers who need financial assistance and have expressed their interest in our services. First, you will gather their information and then you’ll provide them with an initial/light assessment of their financial position and educate them about how we can help them with our solutions.

You will need to be a quick-thinking and decisive individual who can manage client expectations and answer their questions in a timely and informative manner. As a Financial Assessor, you’ll be the first point of contact in a client’s debt management journey which makes you an important ambassador for the brand and a significant part of our solution funnel. So, you’ll have to come with energy, friendliness, and professionalism.

In addition, you’ll be using our systems to connect with clients and transfer them to the next stage in our process (Financial Consultants) – so being tech-savvy will be beneficial.

Financial Assessors are a key part of our consumers’ journey. We’ll provide extensive induction and role-specific training to you, to ensure that you’re fully prepared for the challenge.

What makes this role even better, is that there are many opportunities to grow. Should you find yourself being a top performer, there is great potential for you to join our Financial Consulting team, where you can make an even greater impact on the lives of consumers.

Benefits:

• Competitive salary and benefits package.
• Opportunity to work with a talented team of professionals.
• Chance to make a real difference in the lives of our clients.
• Opportunity to grow and develop your career.
• Access to bursaries to further your studies.
• Short courses to advance your career within IDM.
• Medical & Retirement Annuity Benefits and more.
• Half a day off for your birthday.
• Company Transportation is provided when applicable.

Skills and Competencies we are looking for:

• Driven and goal oriented.
• Adaptability, resourcefulness, and organization skills.
• Assertiveness and empathy.
• Active listening and good time-management skills.

Responsibilities:

• Contact clients who have made inquiries with the company to gather information about their financial situation.
• Assessing client financial information to determine their financial position.
• Make outbound calls to potential clients.
• Manage consumer engagements on our various platforms and/or Outbound Channels.
• Provide excellent customer service and manage client expectations accordingly.
• Transfer eligible consumers to our expert Financial Consulting team to complete a thorough assessment.

Requirements:

• Bachelor’s degree/National Diploma.
• Computer Literate.
• Excellent communication skills, both written and verbal.
• Motivated to grow into the Financial Consulting team.
• Experience in a customer service or previous sales role will be advantageous.
• Problem-solving skills.
• Proficient in Microsoft Office would be advantageous.
• Ability to work independently and as part of a team.
• Growth mindset and a desire to learn.

Click here to apply

We wish you all the best with your applications