Salaried Financial Advisor (In-house)

Old Mutual; Qonce; On-site; ZAR 350,000 - 500,000; Full time

Job summary

A leading financial services company in Qonce seeks candidates for a role emphasizing customer advice and performance target achievement. Ideal applicants should hold Grade 12, possess a valid driver's license, and have a minimum of 3 years of experience in sales. Responsibilities include adherence to compliance frameworks and maintaining customer relationships. The position offers a base salary and bonuses, focusing on internal equity and diversity.

Qualifications

• Minimum of 3 years working experience (preferably in sales).
• Valid Driver’s license and Own Car.
• Clear criminal and credit check.

Responsibilities

• Provides advice in line with the customer value proposition & compliance framework.
• Develops, tracks & reviews the business plan to meet individual performance targets.
• Works in specific allocated markets.

Skills

Excellent communication skills

Customer Focus

Computer literacy (MS Word, Powerpoint, Outlook)

Presentation skills

Education

Grade 12 (Matric)

FAIS Compliance (NQF Level 5 FSCA Approved Qualification)

Job description

Overview

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

Responsibilities

• Provides advice in line with the customer value proposition & compliance framework.
• Develops, tracks & reviews the business plan to meet individual performance targets.
• Works in specific allocated markets.
• Works with a specific range of products.
• Prospecting is limited.
• Receives a base salary & bonuses - no commission.

Requirements: Skills, Qualifications and Experience

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage

Equity and Preferences

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 in question.

Skills & Competencies

• Action Oriented
• Balances
• Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Closing Date

06 October 2025 , 23:59

Notes

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.