MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual South Africa; Gqeberha; On-site; ZAR 150,000 - 250,000; Full time

Job summary

A role at Old Mutual South Africa as a Financial Advisor involves providing tailored financial advice while achieving individual performance targets. The position requires a FAIS compliance qualification and at least 3 years of relevant experience, reflecting a commitment to service excellence in a designated market.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• Valid Driver’s license and own car.
• Clear criminal and credit checks.

Responsibilities

• Provide advice on a specific range of products.
• Develop, track, and review business plans to meet performance targets.
• Work within specific allocated markets.

Skills

Communication

Computer literacy

Presentation skills

Education

Grade 12 (Matric)

FAIS Compliance (NQF Level 5 FSCA Approved Qualification)

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 designated market and is accountable for achieving results through individual efforts.

The position is classified as a FAIS position within Category B. Successful candidates must comply with all FAIS requirements, including the Fit and Proper criteria related to Honesty and Integrity (e.g., no offences related to fraud, dishonesty, or professional misconduct) as well as competence and relevant qualifications.

Provides advice aligned with the customer value proposition & compliance framework.

Develops, tracks, and reviews business plans to meet individual performance targets.

Works within specific allocated markets and with a specific range of products.

Prospecting is limited.

Receives a base salary and bonuses — no commission.

Requirements: Skills, Qualifications, and Experience

• Grade 12 (Matric).
• Valid Driver’s license and own car.
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification).
• Clear criminal and credit checks.
• Minimum of 3 years of working experience (preferably in sales).
• Computer literacy (MS Word, PowerPoint, Outlook).
• Excellent communication skills (written and verbal).
• Presentation skills are an 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.

Please note: There is no closing date for this advert. Applications are accepted continuously. Candidates who meet the requirements will be reviewed and considered for available vacancies.

Additional Information

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.

Old Mutual Limited encourages vaccination against Covid-19. All prospective employees must disclose their vaccination status during recruitment. Refer to Old Mutual’s Covid-19 vaccination policy for details. The company reserves the right to reinstate vaccination requirements if deemed necessary.

The Old Mutual Story!