MFC Salaried Financial Advisor

1 month ago


South Beach, KwaZulu-Natal, South Africa Old Mutual Full time

Job Summary

We are seeking a highly skilled and experienced MFC Salaried Financial Advisor to join our team at Old Mutual. The successful candidate will be responsible for providing financial advice to customers and working in allocated markets and with specific products.

Key Responsibilities

  • Provide financial advice to customers in line with the company's value proposition and compliance framework.
  • Work in specific allocated markets and with a range of products.
  • Develop and track business plans to meet individual performance targets.
  • Engage in limited prospecting and establish sound working relationships with prospective clients.
  • Collaborate effectively with others to achieve personal results and accept and live the company values.

Requirements

  • Grade 12 (Matric) qualification.
  • Valid driver's license and own car.
  • FAIS compliance.
  • Clear criminal and credit check.
  • Minimum of 3 years working experience, preferably in sales.
  • Computer literacy in MS Word, PowerPoint, and Outlook.
  • Excellent communication skills, both written and verbal.
  • Presentation skills are an added advantage.

Attributes and Competencies

  • Client Focus.
  • Decision Making.
  • Planning and Organizing.
  • Sales Ability.
  • Technical Knowledge.
  • Tenacity.

Closing Date

11 June 2024

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