Financial Advisor
Remuneration: | commission only |
Location: | Gauteng |
Education level: | Degree |
Job level: | Mid |
Own transport required: | Yes |
Reference: | #FP155 |
Company: | Finding Personnel |
Job description
Job title: Financial advisorsAREA: GautengIndustry: InsuranceSalary / CTC: Commission based – with incentivesReport to: Franchise DirectorsJob summary:Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. As a franchise holder of OM, they provide a unique value proposition that combines extensive industry experience with personalised financial solutions for their clients. This position offers an opportunity to work within a reputable organisation while helping clients achieve their financial goals through comprehensive advisory services.
Value proposition:- Client and Advisor centricity
- Established brand with over 175 years of experience
- Leadership with over 48 years of experience
- Lead generation
- Extensive support, including training and marketing
- Digital platform
- Ease of business
- Comprehensive product offering (long-term, short-term, and mass market)
Commission:Commission split is done as follows:- Commission split is based on experience as indicated below
- Commission Is payable weekly, however for big premium business commission will only be paid on receipt of first premium
- OM will pay advisors and do the tax deductions so they will have to provide a tax directive
Information technology and support:- Stipend of R 25,000 for the first 2 months
- Candidates will use their own laptops; no technology will be provided by the company
- Support from a paraplanner
- Dedicated office manager
- Mentorship
- Professional Continued Development
- Incentive and Bonus Schemes
- OM has an Incentive scheme for advisors called Aviator and will be discussed further during the interview / screening
- Internal Incentive scheme for top performers which may be vouchers or performance bonus after 1 year
Qualification criteria for candidates:- Completed regulatory exams
- NQF credits of 120
- At least 2 years of experience in the financial industry as a financial advisor
Must HavesHigh RE5 / RE1 Credits120 Credits/Qualifications
Experience 3 -5 YearsCrim RecordNo Crim
Credit ReportClear Credit
Prior Performance Track Record
KnowledgeAll products
Commission Splits to advisor90%
Med RE5 / RE1Credits120 Credits/Qualifications
Experience 2-3 YearsCrim RecordNo Crim
Credit ReportClear Credit
Prior Performance Track Record
KnowledgeAll products
Commission Splits to advisor80%
Newcomers RE5 / RE1Experience 1 year-2 yearsCrim RecordNo Crim
Credit ReportClear Credit
Commission Splits to advisor70%
Posted on 12 Jul 12:25, Closing date 10 Sep