Mfc Salaried Financial Advisor (Recruitment Pool)

Details of the offer

MFC Salaried Financial Advisor (Recruitment Pool)
Apply locations: Mtubatuba
Time type: Full time
Posted on: Posted 2 Days Ago
Job requisition id: JR-59793
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Provides advice in line with the customer value proposition & compliance framework.
Develops, tracks & reviews business plan to meet individual performance targets.
Works in specific allocated markets.
Works with a specific range of products.
Prospecting is limited.
Receives a base salary & bonuses - no commission.
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).
Presentation skills an added advantage.

Attributes / Competencies

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

Closing Date: 30 November 2024
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
#J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Graduate Financial Adviser

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clie...


Liberty Standard Bank Group 2 - South Africa

Published 7 days ago

Trainee Accountant / Auditor

We are a firm of Auditors and Accountants, with offices in Midrand, East Rand, West Rand, Centurion, and Pretoria North. If you are an AMBITIOUS, DYNAMIC, an...


Master Business Associates Ltd. - South Africa

Published 7 days ago

Assistant Accountant

Candidate must have a financial qualification or studying towards one. Job description includes invoicing, project costings, supplier recons, cashbook proces...


Group Technical Security Management - South Africa

Published 23 days ago

Financial Advisor

Main job function Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. W...


Armstrong Appointments - South Africa

Published 7 days ago

Built at: 2024-11-23T01:57:31.670Z