Client: Old Mutual
Location: Newcastle upon Tyne, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference: 6d4400c48069
Job Views: 17
Posted: 14.03.2025
Expiry Date: 28.04.2025
Job Description:
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 & Organising.
* Sales Ability.
* Technical Knowledge.
* Tenacity.
Closing Date: 30 June 2024
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