MFC Salaried Financial Advisor
Old Mutual
- Empangeni, KwaZulu-Natal
- Permanent
- Full-time
Develops, tracks & reviews business plan to meet individual performance targets.
Works in specific allocated markets.
Works with a specific range of products.
Prospecting is limited.
Receives a base salary & bonuses - no commission.Role Description Key / Performance AreasFinancial 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 advantageAttributes / Competencies· Client Focus· Decision Making· Planning & Organising· Sales Ability· Technical Knowledge· TenacitySkillsEducationClosing Date30 April 2024The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.All prospective employees are required to disclose their vaccination status as part of the recruitment process.Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.The Old Mutual Story!