MFC Salaried Financial Advisor at Old Mutual

Johannesburg, South Africa

Job Description

This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Job Industry

Finance, Accounting And Assurance Services

Job Salary Currency

ZAR

Job Salary Fixed

No

Key Deliverables

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.

Professional Qualifications

Industry Qualification
Finance, Accounting And Assurance Services · 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

Essential Qualities

Essential Qualities
  • Client Focus 
  • Decision Making 
  • Planning & Organising
  • Sales Ability
  • Technical Knowledge
  • Tenacity

  • Close Date

    10/05/2024