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    • MFC Virtual Advisor (Office Based) at Old Mutual South Africa

    Posted: Aug 7, 2025
    Expires: Aug 30, 2025
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  • Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.

    View All Jobs at Old Mutual South Africa


     

    MFC Virtual Advisor (Office Based)

    What is a financial adviser?

    • Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you’re are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you.

    What is required of you?

    • A accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market.
    • You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer's financial goals, the customer value proposition and compliance frameworks.
    • The role calls for formal in-house training, the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority and requires continuous professional development.

    What do we need from you?

    • Grade 12 (Matric) certificate
    • FAIS compliance
    • RE5 an advantage
    • A clear criminal and credit check
    • A minimum of 3 years working experience (preferably in sales)
    • Proven computer literacy (MS Office suite)
    • Excellent communication skills (written and verbal)

    Personal Qualities

    • Interacting with People
    • Embracing Change
    • Articulating Information
    • Meeting Timescales
    • Interpreting Information
    • Developing Strategies and Producing Output
    • Pursuing Goals
    • Ability to convince and influence
    • Seizing Opportunities

    Education

    • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

    Closing Date

    • 07 August 2025 , 23:59

    Check how your CV matches this job

    Method of Application

    Interested and qualified? Go to Old Mutual South Africa on oldmutual.wd3.myworkdayjobs.com to apply

    Build your CV for free. Download in different templates.

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