Salaried Financial Advisor

Mid-level
🇿🇦 South Africa
💰Equity
Financial Advisor
Finance
 

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 are individually accountable for achieving results through their own efforts.

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

·...

 

 

Old Mutual Life Assurance Company (SA) Ltd

Old Mutual Life Assurance Company (SA) Ltd

A financial services company focused on the African opportunity.

Banking
Insurance
Investment

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