Old Mutual

Branch Financial Advisor ( Hermanus )


PayCompetitive
LocationHermanus/Western Cape
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: JR-56665

      Let's Write Africa's Story Together!

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

      · A Grade 12 (Matric) certificate

      · 2 to 3 Years prior work experience

      · Access to in-segment market and existing network/ Client Base

      · Must meet the DOFA/Fit & proper requirements (if candidate has a DOFA date)

      · A valid Driver’s license and own car/ or access to a vehicle

      · A clear criminal and credit check

      · Proven computer literacy and digital dexterity

      · Excellent communication skills (written and verbal)

      · Sound planning and organizing abilities

      · Ability to collate, analyze and synthesize information

      · Entrepreneurial mindset

      · Sound business acumen

      · GRIT, resilience and tenacity to stay the course.

      · Sales orientation

      · Must be able to work retail branch hours

      · Adherence to OMF Branch protocols

      · Ability to reach clients via service interactions with clients whereafter they will offer financial advice and PFA product sets aligned to client needs.

      · Able to reach clients via referrals from branch colleagues for PFA segment clients

      · Able to provide MFC and RMM channels with their respected segment referrals by using the referral script

      · Advisor will pay a seat cost for the opportunity to have access to client

      · Free Adviser Academy Learning Programme 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 Programme for accreditation as a licensed Financial Adviser

      · Upon successful completion of the Adviser Academy Learning Programme 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

      · A great culture with people who do great things every day

      · Development coach/mentor and continuous learning programmes

      · 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!

      · Be based at an OMF Branch and have access to in segment clientele

      Reduced desk fee for the advisor based at and OMF branch

      Skills

      Education

      High School (Grade 12) (Required)

      Closing Date

      09 August 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.

      The Old Mutual Story!

  • About the company

      Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.

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