MFC Salaried Financial Adviser (Talent Pool)

About this role

Old Mutual is looking for financial advisers for a talent pool based in Stanger, KwaZulu-Natal. You will give clients advice on a set range of products within an allocated market. You will work towards results through your own effort.

What you’ll do

• Give clients a good service, look for chances to win new business, and help keep the clients you already have.
• Handle customer queries, process cases, and look into and fix customer problems, including the complicated ones.
• Greet visitors, answer their questions, and pass harder matters on to colleagues.
• Log follow-up actions and client details in the CRM system after every contact, and plan your next calls.
• Plan each sales call or meeting, adapt standard material for decision-makers, and ask questions that show what the client needs.
• Build relationships with key people in client organisations, and look for new prospects in your area.
• Study the company’s policies and the rules that apply to your work, and get approval from a manager before making any exception to a set procedure.
• Track sales and market data for your region, and use research and business intelligence tools to spot trends.

What you need

• Grade 12 (Matric) certificate.
• NQF Level 5 education, or an equivalent certificate.
• FAIS compliance.
• A minimum of 3 years’ work experience, preferably in sales.
• A valid driver’s licence and your own car.
• A clear criminal record check and a clear credit check.
• Proven computer skills, including MS Office.
• Strong written and spoken communication skills.
• Advantageous: RE5 registration.

The role also includes formal in-house training, the prescribed regulatory exams, and accreditation with the Financial Services Regulatory authority. Continuous professional development is required.

Is this job for you?

This role suits people who enjoy talking to clients and building trust over time. It is a good fit for someone who sets goals, handles change well, and can convince others. Graduates and experienced professionals are both welcome to apply.

Tips before you apply

• Have your matric certificate, FAIS documents, and driver’s licence copies ready. Check that your licence is valid.
• On your CV, list any sales results, client numbers, or targets you have met. Use clear figures where you can.
• Show your three or more years of experience with specific examples of client work, and name any tools such as MS Excel or a CRM system you have used.