About the role

Aplyr's Quick Take

This role is for a Financial Advisor focused on providing product advice to a specific market. You'll be responsible for meeting performance targets and developing a business plan, but prospecting for new clients is limited. It's primarily an individual contributor role with a base salary and performance bonuses, but no commission.

Good fit

This position suits someone with a background in financial services or sales, ideally with a few years of experience. A proactive, customer-focused individual who can work independently will thrive here.

Worth noting

The role offers a stable salary structure with bonuses instead of commission, which may appeal to those seeking financial security. However, the limited prospecting could be a downside for those who prefer a more dynamic client acquisition approach.

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.

R7000 basic salary plus R2500 performance bonus (based on meeting your monthly target)
Incentive bonus (commission)

Matric certificate or equivalent is required.

Valid Driver’s license is required.

Skills

Competencies

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

Closing Date

30 January 2027 , 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!

Aplyr's read

Old Mutual is a leading South African financial services provider, attracting professionals in insurance, investment, and banking to drive comprehensive financial solutions.
Synthesized from recent postings & public sources

What's promising

•Old Mutual has a strong presence in the African financial services market.
•The company offers diverse career opportunities across various financial disciplines.
•Old Mutual invests in technology and innovation, enhancing financial solutions.

What to watch

•The company faces intense competition from other financial service providers.
•Economic volatility in South Africa can impact business performance.
•Regulatory changes in the financial sector may pose compliance challenges.

Why Old Mutual

•Old Mutual has a long-standing history since 1845, offering stability.
•It provides a comprehensive range of financial services under one brand.
•Old Mutual's commitment to community development is integral to its operations.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Old Mutual

Old Mutual

oldmutual.com

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Old Mutual Limited is a South African-based financial services group that offers a wide range of financial solutions including insurance, investment, and banking services.