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Old Mutual

MFC Salaried Financial Advisor

  • Standerton
  • Mpumalanga
  • Full time
  • Finance and Accounting
Closing date
Thursday, 31 December 2026 Closes 31 Dec
Reference
JR-75444
Source
Old Mutual · 22 Jan 2026

About the role

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 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

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