MFC Financial Services Professional

1 month ago


Middelburg, Mpumalanga, South Africa Old Mutual Full time

Overview

This exciting opportunity exists for a highly skilled MFC Salaried Financial Advisor to join our team at Old Mutual. As an experienced financial professional, you will be responsible for providing top-notch advice and services to our clients, ensuring their financial well-being.

About the Role

We are seeking a talented individual with excellent communication skills, who can build strong relationships with clients and stakeholders. Your primary focus will be on delivering exceptional service, meeting performance targets, and driving business growth.

Key Responsibilities

You will be accountable for:

  • Providing personalized financial advice to clients, aligning with our customer value proposition and compliance framework.
  • Working in specific allocated markets, leveraging your expertise to drive business results.
  • Developing and tracking business plans to meet individual performance targets, including sales and productivity goals.
  • Engaging in limited prospecting activities, identifying new opportunities and expanding our client base.

Requirements

To succeed in this role, you will need:

  • A minimum of 3 years working experience, preferably in sales or a related field.
  • Grade 12 (Matric) qualification or equivalent.
  • A valid driver's license and own vehicle.
  • FAIS Compliance certification.
  • Clear criminal and credit check records.
  • Excellent communication and interpersonal skills, with the ability to present complex information effectively.
  • Computer literacy, including MS Word, PowerPoint, and Outlook.

Salary and Benefits

The successful candidate can expect a competitive salary, commensurate with experience, as well as additional benefits that contribute to a fulfilling work-life balance. This includes a generous bonus structure, comprehensive training programs, and opportunities for career advancement within our dynamic organization.



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