Agency Franchise Advisor (Pretoria and Surrounds) at Old Mutual South Africa

Job Description

• A partnership where you retain your identity and independence and gain the strength and support of the Franchise as well as Old Mutual while 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.

Role Overview:

• 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, recommending and implementing "fit for purpose" financial plans and solutions.

Responsible for the procurement of new business.

• Highlights advantages or benefits of products or services to individuals and the organization.
• Adjusts sales technique depending on the nature of the prospect or customer.
• Determines customers' needs and interests.
• Persuades customers to purchase products or services that are intangible (e.g. information services or consulting services).
• Suggests next logical step in the sales cycle (e.g. sales demonstration, presentation to decision-makers).
• Expand sales of products and services with existing customers.

Works mainly on own leads.

Career Benefits

• Contracted under the Old Mutual’s FAIS license.
• Ongoing training and business support
• Financial planning and advice tools
• Support with FAIS competency requirements (such as qualifications and CPD)
• Upmarket office space and facilities provided to meet with customers
• Marketing and sales support
• Compliance support
• A competitive product range

Qualification & Experience

•  Senior Certificate (Matric/Grade 12/NQF 4)
• Minimum of 2 years (24 months) experience in the financial services industry
• Regulatory Examination (RE5) and/or financial tertiary qualification
• Applicable Class of Business modules/CPD points for the cycle complete (where applicable)
• Clear Criminal and Credit Record
• Fit and Proper requirements must be met.
• ​Personal Effectiveness
• Business acumen and ability to work independently
• An energetic and self-motivated mindset
• Responsible for the procurement of new business
• Expand sales of products and services to existing customers
• Relationship building

Skills

• Business, Consulting Services, Customer Relationships, Finance Strategy, Financial Advising, Financial Plan, Financial Products, Financial Services Industry, Marketing, Relationship Building, Sales, Sales Support

Education

• High School (Grade 12)