MFC Salaried Financial Advisor
MFC Salaried Financial Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Lets Write Africas 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.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Role Description
Key /Performance Areas
Financial Advice
- Provides advice in line with the customer value proposition & compliance framework.
- Works in specific allocated markets.
- Works with a specific range of products.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Establish sound working relationships and maximises opportunities with prospective clients.
- Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
- Develops tracks & reviews business plan to meet individual performance targets.
- Engages in limited prospecting.
Requirements: Skills Qualifications and Experience required
- Grade 12 (Matric).
- Valid Drivers licence and Own Car
- FAIS Compliance
- 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
Attributes / Competencies
- Client Focus
- Decision Making
- Planning & Organising
- Sales Ability
- Technical Knowledge
- Tenacity
Skills
Competencies
Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducation
Closing Date
30 December 2025 23:59The 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 provaccination and encourages its workforce to be fully vaccinated against Covid19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutuals Covid19 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!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
