Financial Advisor: Grow Clients & Financial Solutions

Old Mutual Life Assurance Company (SA) Ltd; Standerton; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking an FAIS-qualified advisor to provide guidance on a defined range of products to a targeted market. The role emphasizes client focus, compliance, and sales productivity, with accountability for personal output within set timeframes.

The incumbent will build relationships, deliver quality service, and contribute to meeting personal performance targets while adhering to FAIS regulations and company values.

Qualifications

• Matric is required.
• FAIS compliance is mandatory.
• Valid driver’s licence and own car are required.
• Clear criminal and credit checks.

Responsibilities

• Provides advice in line with customer value proposition and compliance framework to a defined market and product range.
• Establishes sound relationships and maximises opportunities with prospective clients.
• Develops and tracks business plans to meet individual performance targets and engages in limited prospecting.

Skills

Client Focus

Decision Making

Planning & Organising

Sales Ability

Communicates Effectively

Customer Focus

Education

Grade 12 (Matric)

Tools

MS Word

PowerPoint

Outlook

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking an FAIS-qualified advisor to provide guidance on a defined range of products to a targeted market. The role emphasizes client focus, compliance, and sales productivity, with accountability for personal output within set timeframes.

The incumbent will build relationships, deliver quality service, and contribute to meeting personal performance targets while adhering to FAIS regulations and company values.