MFC Salaried Financial Advisor (Kokstad and Surrounding Locations)

Old Mutual Life Assurance Company (SA) Ltd; Kokstad; On-site; ZAR 78,000 - 106,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in South Africa seeks a FAIS-based advisor to counsel on a defined product range within an allocated market, accountable for achieving results through personal effort.

Role emphasizes compliance, customer value, and the execution of a business plan to meet targets. Requires FAIS fit and proper, Matric, and a valid driver’s license, with limited prospecting and performance bonuses based on monthly targets.

Qualifications

• FAIS requirements including Fit and Proper, honesty and integrity.
• Matric certificate or equivalent is required.
• Valid Driver’s license is required.
• Compliance with FAIS Category B advisory framework.

Responsibilities

• Provides advice in line with 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.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

Matric certificate or equivalent

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 na 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. R7000 basic salary plus R2500 performance bonus (based on meeting your monthly target) Incentive bonus (commission)

Matric certificate or equivalent is required.

Valid Driver’s license is required.

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

Closing Date 30 January 2027 , 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.