MFC Salaried Financial Advisor

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Client:

Old Mutual

Location:

Newcastle upon Tyne, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

6d4400c48069

Job Views:

45

Posted:

11.04.2025

Expiry Date:

26.05.2025

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).
• Presentation skills an added advantage.

Attributes / Competencies

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

Closing Date

30 June 2024