MFC Salaried Financial Advisor Recruitment Pool

Old Mutual; Brits; On-site; ZAR 150,000 - 350,000; Full time

Job summary

An established industry player is seeking a dedicated financial advisor to join their team. In this role, you will provide tailored financial advice, build strong client relationships, and contribute to sales targets. Your success will be driven by your ability to manage your time effectively and deliver exceptional service. This position offers the opportunity to work in a dynamic environment where your skills and efforts will be recognized and rewarded. If you are passionate about helping clients achieve their financial goals and have a proven track record in sales, this is the perfect opportunity for you to make a significant impact.

Qualifications

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

Responsibilities

• Provides financial advice and manages own time and tasks.
• Establishes relationships with clients and meets performance targets.

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 is 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. Presentation skills an added advantage

Attributes / Competencies

1. Client Focus
2. Decision Making
3. Planning & Organising
4. Sales Ability
5. Technical Knowledge
6. Tenacity

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 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!