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MFC Salaried Financial Advisor, Tyne and Wear
Client: Old Mutual
Location: Tyne and Wear, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference: 6d4400c48069
Job Views: 6
Posted: 03.03.2025
Expiry Date: 17.04.2025
Job Description:
Description
Key / Performance Areas
Financial Advice
1. Provides advice in line with the customer value proposition & compliance framework.
2. Works in specific allocated markets.
3. Works with a specific range of products.
Personal Effectiveness
1. Accountable for service delivery through own efforts.
2. Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
3. Makes increased contributions by broadening individual skills.
4. Collaborates effectively with others to achieve personal results.
5. Accepts and lives the company values.
Relationship Building
1. Establish sound working relationships and maximises opportunities with prospective clients.
2. Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
1. Develops, tracks & reviews business plan to meet individual performance targets.
2. Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
1. Grade 12 (Matric).
2. Valid Driver’s licence and Own Car.
3. FAIS Compliance.
4. Clear criminal and credit check.
5. Minimum of 3 years working experience (preferably in sales).
6. Computer literacy (MS Word, PowerPoint and Outlook).
7. Excellent communication skills (written and verbal).
8. Presentation skills an added advantage.
Attributes / Competencies
1. Client Focus.
2. Decision Making.
3. Planning & Organising.
4. Sales Ability.
5. Technical Knowledge.
6. Tenacity.
Closing Date: 30 June 2024
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