MFC Salaried Financial Advisor

Old Mutual; Vereeniging; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services firm in Vereeniging seeks a Financial Advisor who will deliver tailored financial advice in alignment with the company's compliance framework. The ideal candidate should possess a strong sales ability, excellent communication skills, and a valid driver’s license. This role focuses on establishing relationships, managing performance targets, and ensuring client satisfaction. Interested applicants must have a minimum of 3 years' sales experience and Grade 12 qualifications. Closing date for applications is July 01, 2025.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• FAIS Compliance required.
• Valid Driver’s licence and Own Car needed.
• Excellent communication skills, both written and verbal.
• Clear criminal and credit check is mandatory.

Responsibilities

• Provides advice in line with the customer value proposition & compliance framework.
• Accountable for service delivery through own efforts.
• Develops, tracks & reviews business plan to meet individual performance targets.

Skills

Client Focus

Decision Making

Planning & Organising

Sales Ability

Technical Knowledge

Tenacity

Education

Grade 12 (Matric)

Tools

MS Word

Powerpoint

Outlook

Job description

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

Education

Closing Date

01 July 2025