The job description
states that this position advises on a specific range of products for a specific market and is responsible for achieving results on their own Financial Advisor.
The position has been identified as a FAIS position and falls within the scope of Category B. The successful candidates must therefore meet all FAIS requirements, including competence and relevant qualifications, as well as the Fit and Proper requirements of Honesty and Integrity (such as not having committed any offense involving fraud, dishonesty, or professional misconduct).
Role Description
Key/Performance Areas
Financial Advisor
- in accordance with the customer value proposition and compliance framework is the role’s key performance areas.
- works in a few specific markets.
- utilizes a specific product range.
Personal Effectiveness as Financial Advisor
- Holding oneself accountable for the provision of services.
- for a maximum of three months, held individually accountable for managing one’s own time, tasks, and output quality.
- enhances individual capabilities to make greater contributions.
- works well with other people to get personal results.
- accepts the company’s values and lives them.
Building Relationships as Financial Advisor
- Build solid working relationships and take advantage of opportunities with potential customers.
- makes use of appropriate interpersonal and communication skills to win over clients.
Sales and productivity
- create, monitor, and evaluate a business plan to achieve individual performance goals.
- carries out little prospecting.
Requirements: Experience, qualifications, and skills are required
- 12th grade (Matric).
- Attributes / Competencies
- Client Focus Decision Making Planning & Organization
- Sales Ability Technical Knowledge
- Tenacity Skills Education Closing Date 30 September 2024
- The appointment will be made from the designated group in accordance with the Employment Equity Plan of Old Mutual
- South Africa and the specific business unit in question.
- Own car FAIS Compliance Clear criminal and credit check Minimum of three years of working experience, preferably in sales.
- Computer literacy (MS Word, Powerpoint, and Outlook) Excellent communication skills (written and verbal).
Old Mutual Limited supports vaccination and urges its employees to receive the full Covivirus-19 vaccine.As part of the recruitment process, all potential employees must disclose their vaccination status.For more information, please refer to the Old Mutual vaccination policy for Covid-19.
Please be aware that Old Mutual reserves the right to reinstate the vaccination requirement at any time if it deems it necessary.
Unlocking the Potential: MFC Salaried Financial Advisor Job
What is an MFC Salaried Financial Advisor?
An MFC Salaried Financial Advisor is like a compass for anyone navigating the tricky waters of personal finance. These advisors help clients manage their money, plan for the future, and invest wisely. Unlike independent advisors, MFC salaried advisors work for a company, which means they earn a regular paycheck. This setup allows them to focus solely on helping their clients without the pressure of chasing new business.
The Day-to-Day Life of an MFC Salaried Financial Advisor
Every day offers a new adventure for MFC salaried financial advisors. They mainly meet clients to discuss financial goals, whether saving for a home, retirement, or education. These interactions are often more than just meetings; they’re opportunities to build trust. Picture it like a gardener nurturing plants. Just as a gardener understands each plant’s needs, these advisors aim to understand their clients deeply.
Besides client meetings, advisors spend time doing research. They analyze market trends and investment options to provide the best advice. This part of the job is like being a detective, piecing together clues to form a clear picture for each client.
Skills Needed to Succeed
To shine as an MFC salaried financial advisor, certain skills are essential:
Communication: This isn’t just about talking; it’s about listening. Good advisors pick up on what clients really want and need.
Analytical Thinking: Being able to analyze data and market trends is vital. It’s like being a puzzle master who puts pieces together to see the full picture.
Empathy: Understanding a client’s feelings about money is crucial. It helps in providing tailored advice that respects their unique situation.
Problem-Solving: Financial hurdles are common, and great advisors need to be resourceful. Think of it as finding a shortcut through a dense forest, guiding clients safely to their financial goals.
The Benefits of Being an MFC Salaried Financial Advisor
Why would someone choose this career path? The benefits are enticing:
Stable Income: With a regular salary, financial worries about inconsistent paydays are minimized. It’s like having a steady hand on the wheel while steering through financial storms.
Work-Life Balance: This job often offers a balance that frees up evenings and weekends, allowing for personal time without the anxiety of “the next big sale.”
Career Growth: The financial industry is ever-evolving. Advisors often gain access to training programs that help them grow their skills and knowledge. It’s like being on a continuous learning journey.
The Significance of an MFC Salaried Financial Advisor in Today’s World
In today’s economic climate, having guidance from a financial advisor is invaluable. With uncertainty in markets and changing financial landscapes, clients need reliable advice more than ever. MFC salaried financial advisors provide this stability, making them crucial allies for many.
Conclusion: The Path Forward
Becoming an MFC salaried financial advisor is much more than a job; it’s a chance to make a real difference in people’s lives. By combining analytical skills with a heart for service, advisors can guide clients through their financial journeys. If you’re looking for a fulfilling career that balances numbers with empathy, this might be the perfect fit.