Grade 12 with a minimum of 21 points; or a relevant qualification
Relevant tertiary qualification in business and commercial fields
Valid Driver’s license and own reliable transport will be an added advantage
Sales experience will be an advantage
Ability to leverage existing high net worth networks;
Above average numerical ability and the ability to present solutions to clients;
Computer literacy
No criminal record
Well presented with a high degree of professionalism
Job Description
Assists clients in achieving their financial goals through providing financial advice and relevant solutions to individual, corporate and institutional clients
All advice must be in line with the customer value proposition and compliance framework
Develops, tracks and reviews business plan to meet individual performance targets
Prospects in allocated markets and Works with specific range of products
Manage a portfolio of existing clients;
Manage client product holding across a portfolio of Old Mutual solutions;
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