Salaried Financial Advisor (In-house) at Old Mutual Limited

Camdeboo Local Municipality, Eastern Cape, South Africa -

Full Time

Start Date

Immediate

Expiry Date

12 Oct, 26

Salary

0.0

Posted On

14 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Advice, Business Planning, Prospecting, Communication Skills, Presentation Skills, Customer Focus, Stakeholder Management, Collaboration, Accountability, Action Oriented, Networking, MS Word, Powerpoint, Outlook

Industry

Financial Services

Description

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. Requirements: Skills, Qualifications and Experience required Grade 12 (Matric). Valid Driver’s licence and Own Car FAIS Compliance (NQF Level 5 FSCA Approved Qualification) 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 Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. na Skills Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability Education Closing Date 20 July 2026 , 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. 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. 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.

Responsibilities

Provide financial advice on specific products to an allocated market while adhering to the customer value proposition and compliance framework. Develop and track business plans to achieve individual performance targets.