MFC Salaried Financial Advisor

Old Mutual; Phalaborwa; On-site; ZAR 200 000 - 400 000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team in a dynamic sales role. This position involves providing tailored advice to clients while adhering to compliance frameworks. The successful candidate will be responsible for building strong relationships, managing their own time effectively, and achieving performance targets. With a focus on personal effectiveness and collaboration, this role offers the opportunity to develop skills and make a significant impact within the organization. If you are passionate about sales and customer service, this could be the perfect opportunity for you.

Qualifications

• Minimum of 3 years working experience, preferably in sales.
• FAIS Compliance and clear criminal and credit check required.

Responsibilities

• Provides advice in line with customer value proposition and compliance framework.
• Establishes sound working relationships with prospective clients.

Skills

Communication Skills

Sales Skills

Time Management

Interpersonal Skills

Education

Grade 12 (Matric)

Tools

MS Word

PowerPoint

Outlook

Job description

Responsibilities:

• 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.
• 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).