Job Description

Harvest Moon Financial Services, an accredited Old Mutual Franchise, is currently looking to hire pro-active, sales-minded, passionate and driven financial advisors who want to be financially independent by reaching your full potential in your own time and space. Are you seeking to work independently? Then Harvest Moon Financial Services is the place to work for!
 
This job opportunity involves selling of Old Mutual Group Schemes products in the Retail Mass Market to mainly Harvest Moon clients as well as private clients in the Western Cape Region. We require financial advisors with sales experience within the industry. The successful incumbent will offer information to clients to help better understand the best cover to suit their respective needs.
 
Skills:
Client Relationship
Interpersonal Communication
Detail Orientation
Computer literacy

Requirements:
Reliable laptop or Tablet and Cell Phone
Valid driver’s license and own reliable vehicle
 
Criteria:
Grade 12 Compulsory
A clear criminal and credit check
Strong interpersonal and communication skills
Good networking skills
FAIS Accreditation an advantage (RE5, NQF4/5, COB and completed CPD hours)
3 years working experience (Preferably in Financial Services Industry)
Remuneration on Commission basis only
 
Essential Duties and Responsibilities:
Contacting clients and setting up meetings
Conduct reviews of clients’ financial circumstances and future goals
Analyzing information and discuss plans best suited to the individual’s needs
Assisting clients to make informed decisions on products
Continued after sales assistance to the client and Provide exceptional customer services
Doing product presentations at clients’ worksites
Keeping up to date with financial products and legislation
Achieve sales targets set out by the Insurance Key Individual
Ensure all associated financial services administration is completed effectively to meet the group's compliance and regulatory requirements

Skills Required