FAIS-Certified Financial Advisor — Base + Bonuses

Old Mutual Life Assurance Company (SA) Ltd; Komani; On-site; ZAR 360,000 - 520,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking an adviser in a FAIS-compliant role to provide guidance on a defined range of products within allocated markets. You will be personally accountable for meeting targets and will develop and review your business plan to achieve results.

Role emphasizes adherence to customer value propositions and compliance frameworks, with a base salary plus bonuses and limited prospecting.

Qualifications

• Grade 12 (Matric) is required.
• Valid driver’s licence and own car.
• FAIS compliance including fit and proper and Honesty and Integrity.
• Clear criminal and credit checks.
• Minimum 3 years sales experience preferred.
• Computer literacy: MS Word, PowerPoint and Outlook.
• Excellent written and verbal communication skills.
• Presentations skills are an added advantage.

Responsibilities

• Provide advice on a specific range of financial products to a defined market.
• Be individually accountable for achieving results through personal effort.
• Develop, track and review own business plan to meet targets.
• Work with a specific product range in allocated markets.
• Prospecting is limited; follow FAIS guidelines and value proposition.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

Grade 12 (Matric)

FAIS Compliance (NQF Level 5 FSCA Approved Qualification)

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking an adviser in a FAIS-compliant role to provide guidance on a defined range of products within allocated markets. You will be personally accountable for meeting targets and will develop and review your business plan to achieve results.

Role emphasizes adherence to customer value propositions and compliance frameworks, with a base salary plus bonuses and limited prospecting.