lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business/CPD points A independently Responsible for the procurement of new business Expand sales of products and services with existing
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network income market profile Ability to engage on a Business to Business level to acquire and access markets A professional
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network income market profile Ability to engage on a Business to Business level to acquire and access markets A professional
assigned markets
prospective clients to understand their financial needs. Provide financial advice and recommend Life and Investment Investment products that align with the clients' financial requirements. Accurately record client information following FAIS Subcategories Completed Class of Business Retail Pension Fund Benefits Long-Term Insurance Insurance Investments Profile A well seasoned financial advisor/ Minimum requirements: 2 Years industry Experience
ul>
accuracy, compliance, and timely processing of financial transactions.
Key Responsibilit
-L
Minimum requirements: Grade 12. Degree or Diploma in business administration, finance management, or related communication and interpersonal abilities. Knowledge of financial processes and regulations. Ability to multitask
Minimum requirements: Grade 12. Degree or Diploma in business administration, finance management, or related communication and interpersonal abilities. Knowledge of financial processes and regulations. Ability to multitask
operational initiatives aligning the execution of business and all resources to Company Strategy and initiatives cooperation and aligned team dynamic towards achieving business Key Performance Indicators (KPI's) through effective and effectively manage compliance to standard business practices and procedures by conducting checks mitigate overall risk. Attend to and embrace new business related learning opportunities, continuous development techniques, objection management experience Business Acumen Basic financial reporting and analysis skills