Mfc Salaried Financial Advisor

Mutual Fund

Manguzi, , South Africa
Fais compliance
Valid driver’s licence and own car
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.
  • 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

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

Nice-to-have

  • Presentations skills
  • Consultative Selling
  • Building Networks
  • Customer-Focused
  • Strategic Selling
  • Probing Questions

Key Requirements

  • Grade 12 (Matric)
  • Minimum of 3 years working experience
  • Clear criminal and credit check

Work Rights

Not specified

Tailored Resume

Cover Letter