Commissioned Financial Adviser - Queenstown at Old Mutual
Old Mutual
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
Expand sales of products and services with existing customers
Work mainly on own leads
Qualifications and Experience:
Senior Certificate (Matric / Grade 12/ NQF 4)
24 months' financial industry experience.
Regulatory Examination/RE5
Class of business/CPD points
A valid Driver's License
Have your own vehicle or access to a vehicle for work purpose
Criminal clear