Overview
MFC Financial Advisor Jobs in Lephalale, South Africa at Old Mutual
Location: Lephalale
MFC Salaried Financial Advisor page is loaded
MFC Salaried Financial Advisor
Apply locations Ellisras time type Full time posted on Posted 11 Days Ago job requisition
-61893
Let’s Write Africa’s Story Together!
Old Mutual is a firm believer in the African opportunity and ourdiversetalent 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 thecompany values.
Relationship Building
Establish sound working relationships and maximises opportunities with prospective clients.
Uses appropriate interpersonal andcommunicationtechniques 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, Power point and Outlook)
Excellentcommunication 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 Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
Closing Date
30 December 2025 , 23:59
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!
About Us
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across ke…
Title: MFC Financial Advisor
Company: Old Mutual
Location: Lephalale, South Africa
Category: Sales, Finance & Banking
