MFC Salaried Financial Advisor

2 weeks ago

Dundee, United Kingdom Old Mutual Life Assurance Company (SA) Ltd Full time

MFC Salaried Financial Advisor page is loaded MFC Salaried Financial Advisor Apply locations Dundee time type Full time posted on Posted Yesterday job requisition id JR-46813

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.

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

Skills

Education

Closing Date

30 April 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

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 key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
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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