MFC Salaried Financial Advisor (Recruitment Pool)

Old Mutual; Upington; On-site; ZAR 25,000 - 45,000; Full time

Job summary

Join a forward-thinking company committed to harnessing Africa's potential as a Financial Advisor. In this dynamic role, you will provide tailored financial advice, helping clients navigate their financial futures with integrity and professionalism. With a strong emphasis on training and development, you will have the opportunity to grow your career while making a meaningful impact in your clients' lives. This role is perfect for individuals who are passionate about customer service and eager to contribute to a diverse and inclusive workplace.

Qualifications

• Formal in-house training and prescribed regulatory exams required.
• At least 3 years of work experience, preferably in sales.

Responsibilities

• Provide suitable financial advice to secure positive financial futures.
• Build strong relationships through understanding customers' circumstances.

Skills

Interpersonal Skills

Communication Skills

Sales Experience

Computer Literacy (MS Office)

Education

Grade 12 (Matric) Certificate

FAIS Compliance

RE5 Qualification

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 commitment.

Job Description

This role involves providing advice on a specific range of products to a designated market. You will be individually accountable for achieving results through your efforts.

What is a financial advisor?

A financial advisor must demonstrate professionalism, integrity, and a customer-centric approach. An accredited financial advisor earns the trust and respect of clients by managing their and their families' financial futures responsibly.

The role requires formal in-house training, completion of prescribed regulatory exams, accreditation with the Financial Services Regulatory Authority, and ongoing professional development.

Our Values

As an accredited financial advisor with Old Mutual, you will embody our core values: Integrity, Professionalism, Customer-first, and Advice-led.

Responsibilities

• Provide suitable financial advice aligned with the customer's resources and goals to secure positive financial futures and protect assets and estates.
• Offer proactive, on-demand financial services and advice within your assigned customer markets.
• Build strong relationships through understanding customers' personal and financial circumstances, as well as their future aspirations, using excellent interpersonal and communication skills.

Minimum Requirements

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 qualification (advantageous)
• Valid driver’s license and own vehicle
• Clear criminal and credit checks
• At least 3 years of work experience, preferably in sales
• Proven computer literacy (MS Office)
• Excellent written and verbal communication skills

What We Offer

We support your career growth through quality training and development, aligning with our values. We promote diversity and inclusion across our business units—Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance—and provide numerous opportunities for advancement.

Additional Information

Preference will be given to suitably qualified candidates in line with Old Mutual South Africa's Employment Equity Plan.

Old Mutual encourages vaccination against Covid-19 and requires all prospective employees to disclose their vaccination status during recruitment. Refer to our Covid-19 vaccination policy for details. We reserve the right to reinstate vaccination requirements if deemed necessary.

The Old Mutual Story!