Financial Advisor – FAIS Specialist with Growth & Base Pay

Old Mutual Life Assurance Company (SA) Ltd; Kokstad; On-site; ZAR 78,000 - 106,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a FAIS-based advisor to counsel on a defined product range within an allocated market, accountable for achieving results through personal effort.

Role emphasizes compliance, customer value, and the execution of a business plan to meet targets. Requires FAIS fit and proper, Matric, and a valid driver’s license, with limited prospecting and performance bonuses based on monthly targets.

Qualifications

• FAIS requirements including Fit and Proper, honesty and integrity.
• Matric certificate or equivalent is required.
• Valid Driver’s license is required.
• Compliance with FAIS Category B advisory framework.

Responsibilities

• Provides advice in line with customer value proposition & compliance framework.
• Develops, tracks & reviews business plan to meet individual performance targets.
• Works in specific allocated markets.
• Works with a specific range of products.
• Prospecting is limited.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

Matric certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a FAIS-based advisor to counsel on a defined product range within an allocated market, accountable for achieving results through personal effort.

Role emphasizes compliance, customer value, and the execution of a business plan to meet targets. Requires FAIS fit and proper, Matric, and a valid driver’s license, with limited prospecting and performance bonuses based on monthly targets.