FAIS-Certified Financial Advisor for Client Impact

Old Mutual Life Assurance Company (SA) Ltd; East London; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking an FAIS-advised professional to cover a specific product range within allocated markets. The role requires compliance with FAIS fit and proper standards and offers a base salary with bonuses, with no commission.

The ideal candidate will have Grade 12, FAIS qualifications, and at least 3 years sales experience. The position emphasizes compliance, customer value, and achievement of personal targets within the Old Mutual South Africa business

Qualifications

• Grade 12 (Matric) required.
• FAIS compliance qualification required (NQF Level 5 FSCA approved).
• Clear criminal and credit checks, valid driver’s license and own car.

Responsibilities

• Provides advice aligned with the customer value proposition and compliance framework.
• Develops, tracks and reviews business plans to meet individual targets.
• Works in specific allocated markets and with a defined range of products.
• Limited prospecting and no commission; base salary plus bonuses.

Skills

Communication

Presentation skills

Sales experience

Education

Grade 12

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 FAIS-advised professional to cover a specific product range within allocated markets. The role requires compliance with FAIS fit and proper standards and offers a base salary with bonuses, with no commission.

The ideal candidate will have Grade 12, FAIS qualifications, and at least 3 years sales experience. The position emphasizes compliance, customer value, and achievement of personal targets within the Old Mutual South Africa business