Mfc Salaried Financial Advisor (talent Pool)

Mutual Fund

Mkuze, , ZA
Valid driver’s licence and own car
Fais compliance
Customer relationship management (crm)
Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts

Job Summary

  • Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
  • Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization.
  • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.

Matching Summary

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Skills & Requirements

Must-have

  • Valid Driver’s licence and Own Car
  • FAIS Compliance
  • Customer Relationship Management (CRM)
  • Sales Opportunities Creation
  • Computer literacy (MS Word, Powerpoint and Outlook)
  • Excellent communication skills

Nice-to-have

  • Presentations skills
  • Consultative Selling
  • Building Networks
  • Action Oriented
  • Customer Focus
  • Strategic Selling

Key Requirements

  • Grade 12 (Matric)
  • Valid Driver’s licence and Own Car
  • FAIS Compliance
  • Clear criminal and credit check
  • Minimum of 3 years working experience
  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter