MFC Salaried Financial Advisor - JHBOld Mutual

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)
•  Presentations skills an added advantage

Attributes / Competencies

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