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Financial Consultant

3 weeks ago

Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time
Role Overview
As a Salaried Financial Advisor, you will provide expert advice to allocated markets on a specific range of products. You will be individually accountable for achieving results through your own efforts.

Main Responsibilities
  1. Provide advice in line with the customer value proposition and compliance framework.
  2. Develop, track, and review business plans to meet individual performance targets.
  3. Work within specific allocated markets.
  4. Work with a specific range of products.
  5. Promote services with limited prospecting.
  6. Receive a base salary and bonuses – no commission.

Key Skills
  1. Excellent Communication Skills
  2. Ability to Adapt
  3. Critical Thinking