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MFC Salaried Financial Advisor

MFC Salaried Financial Advisor

Old MutualStanderton
30+ days ago
Job type
  • Full-time
Job description

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

    • Skills

    Education

    Closing Date

    30 September 2024