Experienced Financial Advisor

May-San Financial Services, an Old Mutual Agency franchise, provides advisors with a structured roadmap to success, enhancing client outcomes through greater efficiencies and superior support. Operating under the OM FSP License, May-San Financial Services equips advisors with the top-tier resources, tools, and advice backed by Old Mutual’s esteemed reputation as South Africa’s leading financial services provider. This entrepreneurial environment allows franchisees the freedom to define their ethos while benefiting from substantial guidance, support, and the latest technology-driven business processes.

Role Description

This is a full-time hybrid role for an Experienced Financial Advisor, based in Durban with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services. Daily tasks will include assessing clients' financial situations, developing tailored financial plans, conducting financial analysis, and providing ongoing advice and support to help clients meet their financial objectives.

Qualifications

Proficiency in Financial Planning and Financial Advisory

Experience in Retirement, Risk & Investment Planning

Excellent analytical and problem-solving skills

Strong interpersonal and communication skills

Ability to work independently and in a team

Certification as a CFP (Certified Financial Planner) is a plus

Have a minimum of 1 year of experience selling insurance

Have a proven track record of earning over R300 000 per annum.

Have up-to-date CPD points and Regulatory Exam (RE5), either have or are working towards their NQF5 qualification.

Have a driver’s license, laptop, and own vehicle.

What we offer

• A Training Allowance

• Upfront Commission on Sales and updates.

• Monthly Commission on short-term and medical aid products.

• Bonuses and Incentives including:

- Offshore and onshore conventions for you and your spouse

- Quarterly regional dinners

- Product competitions and ad-hoc getaways

- Franchise Getaways

- Franchise Incentives

• Flexible Payment Frequency: weekly, fortnightly, or monthly payouts directly from Old Mutual.

• Paperless business operations with internet-based submissions, tracking, and e-signatures.

• Access to leads, cutting-edge tools, and ongoing innovation to stay ahead of the curve.

• Work from anywhere—no office-bound restrictions.

• Access to centralised office facilities, unlimited internet access, and parking —all at no extra cost.

• Access to a dedicated branch administrator and regional branch support.

• Support from risk, wealth, investment, PCS, Old Mutual Insure, short-term insurance and medical aid specialists, as well as a legal adviser.

• Access to a System Specialist and Product Trainers

Please forward CV and supporting documents (incl DOFA report) to ***email_hidden***