Salaried Financial Services Advisor
3 weeks ago
About the Role
This position provides expert advice on a specific range of financial products to a specific allocated market and is 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 candidate 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.
Key Responsibilities
- Provides advice in line with the customer value proposition & compliance framework.
- Develops, tracks & reviews business plans to meet individual performance targets.
- Works in specific allocated markets.
- Works with a specific range of financial products.
- Prospecting is limited.
- Receives a base salary & bonuses - no commission.
Requirements
- High School Certificate (HS) (Required)
About Old Mutual
Old Mutual is a leading financial services company that provides a range of financial products and services to individuals and businesses.
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