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MFC Salaried Financial Advisor (Kokstad and Surrounding Locations)

Old Mutual

Kokstad

On-site

ZAR 300,000 - 400,000

Full time

30+ days ago

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Job summary

An established industry player is seeking motivated individuals to provide expert advice on a range of financial products. This role emphasizes individual accountability and requires candidates to meet specific performance targets while adhering to compliance frameworks. With a strong focus on integrity and competence, the position offers a base salary along with performance bonuses, ensuring that your efforts are rewarded. If you are passionate about helping others achieve their financial goals and meet the necessary qualifications, this opportunity could be the perfect fit for you.

Qualifications

  • Must comply with FAIS requirements including honesty and integrity.
  • Valid Driver’s license is required.

Responsibilities

  • Provide advice in line with customer value proposition & compliance framework.
  • Develop and track a business plan to meet performance targets.

Skills

Customer Service
Business Planning
Compliance Knowledge
Product Knowledge

Education

Matric certificate or equivalent

Job description

Your time is now to be your exceptional best at Old Mutual!

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.

Responsibilities include:

  1. Providing advice in line with the customer value proposition & compliance framework.
  2. Developing, tracking & reviewing a business plan to meet individual performance targets.
  3. Working in specific allocated markets.
  4. Working with a specific range of products.
  5. Prospecting is limited.
  6. Receiving a base salary & bonuses - no commission.

Compensation includes:

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

Minimum Requirements:

  • Matric certificate or equivalent is required.
  • Valid Driver’s license is required.

Closing Date: 31 December 2026

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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