MFC Salaried Financial Advisor

Old Mutual South Africa


Date: 3 weeks ago
City: Dundee
Contract type: Full time
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 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.

Provides advice in line with the customer value proposition & compliance framework.

Develops, tracks & reviews 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 required

  • Grade 12 (Matric).
  • Valid Driver’s licence and Own Car
  • FAIS Compliance (NQF Level 4 FSCA Approved Qualification) will be advantageous
  • 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

Skills

Education

Closing Date

11 October 2024

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 the 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!

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