MFC Salaried Financial Advisor

Description

Financial Advice

· Provides advice in line with the customer value proposition & compliance framework.

· Works in specific allocated markets.

· Works with a specific range of products.

Personal Effectiveness

· Accountable for service delivery through own efforts. 

· Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. 

· Makes increased contributions by broadening individual skills. 

· Collaborates effectively with others to achieve personal results. 

· Accepts and lives the company values.

Relationship Building

· Establish sound working relationships and maximises opportunities with prospective clients.

· Uses appropriate interpersonal and communication techniques to gain client acceptance.

Sales/ Productivity

· Develops, tracks & reviews business plan to meet individual performance targets.

· Engages in limited prospecting.

Requirements: Skills, Qualifications and Experience required

· Grade 12 (Matric).

· Valid Driver’s licence and Own Car

· FAIS Compliance

· Clear criminal and credit check

· Minimum of 3 years working experience (preferably in sales)

· Computer literacy (MS Word, Powerpoint and Outlook)

· Excellent communication skills (written and verbal)

· Presentations skills an added advantage

Attributes / Competencies

· Client Focus 

· Decision Making 

· Planning & Organising

· Sales Ability

· Technical Knowledge

· Tenacity

Skills

Education

Closing Date