Financial Advisor

About

Description

Old Mutual MFC is seeking a Financial Adviser to join their permanent management position in Johannesburg. The role involves delivering financial advice, managing leads, and providing expert guidance. The role requires a degree, 3+ years of work experience, a valid driver's license, clear credit, strong communication skills, and a willingness to study for FAIS regulatory compliance. The position offers unlimited earning potential and the freedom to build a business.

Responsibilities

• Generate and manage your own leads through prospecting, networking and relationship building
• Conduct financial needs analyses and develop bespoke financial plans using a proven 6-step financial planning process
• Provide expert guidance across life insurance, retirement planning, savings, and investment portfolios
• Maintain long-term client relationships through regular portfolio reviews and lifetime financial planning and wealth management

Qualifications

• Relevant Degree / Diploma in Financial Planning, Economics, Accounting, Business Management / Administration
• 3+ years' work experience in Sales, Customer Service, or similar preferred

Application instructions:

• Click on the green button to apply