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MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual South Africa

Brits

On-site

ZAR 150,000 - 300,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a motivated financial advisor to join their team. This role involves providing tailored financial advice to clients, ensuring compliance with company standards, and achieving personal performance targets. You will have the opportunity to build strong relationships with clients while managing your own time and tasks effectively. If you have a passion for helping others and possess excellent communication and sales skills, this position offers a chance to make a real impact in the community. Join a company that values diversity and encourages professional growth in a supportive environment.

Qualifications

  • Minimum of 3 years working experience, preferably in sales.
  • Valid Driver’s licence and own car required.

Responsibilities

  • Provides financial advice and achieves results through personal efforts.
  • Establishes relationships with clients and manages service delivery.

Skills

Communication Skills
Sales Ability
Client Focus
Planning & Organising
Decision Making
Technical Knowledge
Tenacity

Education

Grade 12 (Matric)

Tools

MS Word
PowerPoint
Outlook

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

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.

Role Description Key /Performance Areas
Financial Advice
  1. Provides advice in line with the customer value proposition & compliance framework.
  2. Works in specific allocated markets.
  3. Works with a specific range of products.
Personal Effectiveness
  1. Accountable for service delivery through own efforts.
  2. Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
  3. Makes increased contributions by broadening individual skills.
  4. Collaborates effectively with others to achieve personal results.
  5. Accepts and lives the company values.
Relationship Building
  1. Establish sound working relationships and maximises opportunities with prospective clients.
  2. Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
  1. Develops, tracks & reviews business plan to meet individual performance targets.
  2. Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
  1. Grade 12 (Matric).
  2. Valid Driver’s licence and Own Car
  3. FAIS Compliance
  4. Clear criminal and credit check
  5. Minimum of 3 years working experience (preferably in sales)
  6. Computer literacy (MS Word, Powerpoint and Outlook)
  7. Excellent communication skills (written and verbal)
  8. Presentations skills an added advantage.
Attributes / Competencies
  1. Client Focus
  2. Decision Making
  3. Planning & Organising
  4. Sales Ability
  5. Technical Knowledge
  6. Tenacity
Skills
Education

High School (Grade 12) (Required)

Closing Date

30 November 2025

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.

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.

The Old Mutual Story!

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