MFC Salaried Financial Advisor (In-house) - Siyabuswa at Old Mutual 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.

Role 
Description Key / Performance Areas 

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