Salaried Financial Services Professional

2 weeks ago


Port Shepstone, KwaZulu-Natal, South Africa Old Mutual Full time

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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