Financial Advisers

at Sara Consulting
Location Johannesburg, Johannesburg, South Africa
Date Posted
Category Finance
Job Type FULL_TIME
Work Hours Day
Salary Units MONTH
Currency ZAR

Description

 

Description

An  Old Mutual Franchise is  looking for fit and proper advisors .

 

Location : Johannesburg

 

             You will be appointed onto Old Mutual’s FSP license as a direct OM representative.

             Commission Split.  Based on your last 12 months new business commission statement total – Minimum 80%  (potential for higher split depending on production levels)

             Weekly commission payments direct from Old Mutual to you.(option for monthly/bi-monthly if desired)

             Training allowance – subject to training schedule for each month being completed.  This is for established advisers. Terms and Conditions apply.

             Full access to OM product suite – including our new risk product OM Protect and OM Funeral Insurance

             You also have access for corporate business – provident/pension fund and group risk

             Full Investment range of OM including Treasury Advisory Services, Private Client Securities and Old Mutual International

             Access to OM Insure short term including Elite.

             Cost of Xplan (FNA Tool), Astute, Indemnity Cover and training covered by OM

             Free Group Life Cover (2X annual commission), disability benefit and funeral insurance cover provided by Mayborn Advice.

             Access to incentives which include Aviator Program, On-shore and Off-shore conventions, and numerous other incentives and challenges.

             Admin and management support

             Mentorship and coaching

             Offering Independent Contracts (IC Referral Contracts) to people of influence – attorneys, HR managers, accountants etc. This allows for formal referral agreement between an adviser and an IC where negotiated commission split is paid directly to IC by Old Mutual.  A non advice code is issued to the IC.

 

Minimum Requirements :

 

             Matric / Grade 12

             RE 5 (Compulsory /depending on DOFA Date )

             NQF 5 (120 Credits/ depending on DOFA Date )

             At least 1- 2+years’ financial services sales experience

             Knowledge of long and short-term insurance, investment, risk .

             Class of Business Training ( completed or in progress , depending on DOFA Date)

 

Interested candidates can send their CV

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