Mfc Salaried Financial Advisor

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:

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).
Presentation 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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