MFC Salaried Financial Advisor

Old Mutual; Ermelo; On-site; ZAR 200,000 - 400,000; Full time

Job summary

Join a forward-thinking company that values the African opportunity and diverse talent! This role focuses on providing tailored financial advice to clients while ensuring compliance with industry standards. You will be individually accountable for achieving performance targets, building strong relationships with clients, and contributing to a collaborative team environment. Ideal candidates will have a strong sales background, excellent communication skills, and a commitment to personal effectiveness. If you're ready to make a difference and grow your career in a dynamic setting, this is the opportunity for you!

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• FAIS Compliance and clear criminal and credit check required.

Responsibilities

• Provides financial advice in line with compliance framework.
• Accountable for service delivery and managing own performance.

Skills

Communication Skills

Sales Ability

Client Focus

Decision Making

Planning & Organising

Tenacity

Education

Grade 12 (Matric)

Tools

MS Word

PowerPoint

Outlook

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

Role Description

Key /Performance Areas

Financial Advice

• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.

Personal Effectiveness

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Relationship Building

• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.

Sales/ Productivity

• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

Requirements: Skills, Qualifications and Experience required

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentation skills an added advantage

Attributes / Competencies

• Client Focus
• Decision Making
• Planning & Organising
• Sales Ability
• Technical Knowledge
• Tenacity

Closing Date

30 December 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.