MFC Salaried Financial Advisor

Old Mutual Life Assurance Company (SA) Ltd; Standerton; Presencial; ZAR 350 000 - 550 000; Tempo integral

Resumo da oferta

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.

Qualificações

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

Responsabilidades

• 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.

Conhecimentos

Client Focus

Decision Making

Planning & Organising

Sales Ability

Communicates Effectively

Customer Focus

Formação académica

Grade 12 (Matric)

Ferramentas

MS Word

PowerPoint

Outlook

Descrição da oferta de emprego

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 are 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).
• Presentations skills an added advantage.
• Attributes / Competencies Client Focus Decision Making Planning & Organising Sales Ability Technical Knowledge Tenacity Skills Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability.

Education Closing Date 30 December 2026 , 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.

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.