MFC Salaried Financial Advisor
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 is individually accountable for achieving results through their own efforts.
What is a financial adviser?
The role of a financial adviser demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial adviser commands the respect and trust of customers who are entrusting their financial futures to them.
The role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority, and continuous professional development.
As an accredited financial adviser with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
- Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
- Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
- Maintain superior service delivery to your customers through effective personal time and task management.
- Engage in continuous personal development through attendance and completion of accredited courses and programmes.
- Build solid relationships through strong interpersonal and communication skills.
What do we need from you?
- A Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support. We lead with our values, which are at the heart of the great things we do. We champion our customers and employees and are passionate about diversity and inclusion for mutually positive futures.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa.
Skills
Education
High School (Grade 12) (Required)
Closing Date
15 March 2025
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa.
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 Old Mutual’s Covid-19 vaccination policy for further detail.
The Old Mutual Story!
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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