Salaried Financial Services Professional
2 weeks ago
Old Mutual is seeking a skilled Salaried Financial Services Professional to join our team.
About the Role:
This role involves providing financial advice to clients, working in specific allocated markets, and utilizing a range of products. The ideal candidate will be accountable for service delivery through their own efforts, managing their time, tasks, and output quality effectively.
Main Responsibilities:
- Provide financial advice that aligns with the customer value proposition and compliance framework.
- Work within specified allocated markets.
- Utilize a specific range of products.
Key Performance Areas:
- Financial Advice: Provide advice that meets client needs while adhering to compliance requirements.
- Personal Effectiveness: Manage own workload, prioritize tasks, and maintain high levels of productivity.
- Relationship Building: Establish strong relationships with clients, leveraging effective communication and interpersonal skills.
- Sales/ Productivity: Develop and track business plans to meet performance targets, engage in limited prospecting, and drive sales growth.
Requirements:
- Grade 12 (Matric) qualification or equivalent.
- Valid driver's license and reliable vehicle.
- FAIS Compliance certification.
- Clear criminal and credit record checks.
- Minimum 3 years' experience in sales (preferably).
- Proficiency in Microsoft Office Suite (Word, PowerPoint, Outlook).
- Excellent written and verbal communication skills.
- Presentation skills are an added advantage.
Attributes / Competencies:
- Client Focus.
- Decision Making.
- Planning & Organising.
- Sales Ability.
- Technical Knowledge.
- Tenacity.
Estimated Salary: R300,000 - R500,000 per annum.
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