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 advisors

AREA: Gauteng

Industry: Insurance

Salary / CTC: Commission based – with incentives

Report to: Franchise Directors

Job 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 Haves

High RE5 / RE1 

Credits

120 Credits/Qualifications

Experience 3 -5 Years

Crim Record

No Crim

Credit Report

Clear Credit

Prior Performance

Track Record

Knowledge

All products

Commission Splits to advisor

90%

Med RE5 / RE1

Credits

120 Credits/Qualifications

Experience 2-3 Years

Crim Record

No Crim

Credit Report

Clear Credit

Prior Performance

Track Record

Knowledge

All products

Commission Splits to advisor

80%

Newcomers RE5 / RE1

Experience 1 year-2 years

Crim Record

No Crim

Credit Report

Clear Credit

Commission Splits to advisor

70%

Posted on 12 Jul 12:25, Closing date 10 Sep