MFC Salaried Financial Advisor (In-house)

Old Mutual Life Assurance Company (SA) Ltd; Komani; Sur place; ZAR 360 000 - 520 000; Plein temps

Résumé du poste

Old Mutual Life Assurance Company (SA) Ltd is seeking an adviser in a FAIS-compliant role to provide guidance on a defined range of products within allocated markets. You will be personally accountable for meeting targets and will develop and review your business plan to achieve results.

Role emphasizes adherence to customer value propositions and compliance frameworks, with a base salary plus bonuses and limited prospecting.

Qualifications

• Grade 12 (Matric) is required.
• Valid driver’s licence and own car.
• FAIS compliance including fit and proper and Honesty and Integrity.
• Clear criminal and credit checks.
• Minimum 3 years sales experience preferred.
• Computer literacy: MS Word, PowerPoint and Outlook.
• Excellent written and verbal communication skills.
• Presentations skills are an added advantage.

Responsabilités

• Provide advice on a specific range of financial products to a defined market.
• Be individually accountable for achieving results through personal effort.
• Develop, track and review own business plan to meet targets.
• Work with a specific product range in allocated markets.
• Prospecting is limited; follow FAIS guidelines and value proposition.

Connaissances

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Formation

Grade 12 (Matric)

FAIS Compliance (NQF Level 5 FSCA Approved Qualification)

Outils

MS Word

PowerPoint

Outlook

Description du poste

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.

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. Provides advice in line with the 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.

Receives a base salary & bonuses - no commission.

Requirements

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
• 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

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

na Skills Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability Education Closing Date 19 October 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.