Salaried Financial Advisor at Old Mutual South Africa

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

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. 

Responsibilities

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.
• 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.

Relationship Building

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

Qualifications

• Applications for the following areas are welcome. Please indicate the applicable region/s in your Cover letter: Rural areas: Bredasdorp, George, Caledon, Oudtshoorn, Mossel Bay, Knysna, Worcester, Vredenberg, Malmesbury. Southern Suburbs: Wynberg, Kenilworth, Tokai, Claremont, Newlands. Northern Suburbs: Bellville, Panorama, Paarl, Parow, Parklands, Stellenberg, Tygerberg, CBD 
• 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 

Competencies

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