)mfc Salaried Financial Advisor (talent Pool)

Mutual Fund

Pietermaritzburg, South Africa
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 and to enable effective two-way flow of information and resolution of issues.
  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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
  • Building Networks
  • Consultative Selling
  • Strategic Selling
  • Customer-Focused
  • Action Oriented

Key Requirements

  • Grade 12 (Matric)
  • Minimum of 3 years working experience
  • Clear criminal and credit check
  • Valid Driver’s licence
  • Own Car
  • FAIS Compliance

Work Rights

Not specified

Tailored Resume

Cover Letter