Agency Franchise Advisor - Old Mutual

job Description

Job Description:
We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Old Mutual Franchise Services Providers.

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.

Duties and Responsibilities

Career Benefits:
-Contracted under the Old Mutual’s FAIS licence.
-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

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