MFC Salaried Financial Advisor

Old Mutual

Witbank, Mpumalanga
Permanent
Full-time

2 months ago

Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis 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 DescriptionKey /Performance AreasFinancial 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 Driver’s 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

SkillsEducationClosing Date30 September 2024The 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!

Old Mutual

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