MFC Salaried Financial Advisor

3 days ago


Dundee, Dundee City, United Kingdom Old Mutual Full time
Key Responsibilities

As a MFC Salaried Financial Advisor, you will be responsible for providing financial advice to customers in line with the company's value proposition and compliance framework.

You will work in specific allocated markets and with a specific range of products.

Key areas of focus include:

  • Financial Advice: Providing advice to customers on financial products and services.
  • Personal Effectiveness: Managing your own time, tasks, and output quality to deliver excellent service.
  • Relationship Building: Establishing and maintaining strong relationships with customers and colleagues.
  • Sales/Productivity: Developing and tracking business plans to meet individual performance targets.
Requirements

To be successful in this role, you will need:

  • Grade 12 (Matric) qualification.
  • A valid driver's license and own car.
  • FAIS Compliance.
  • A clear criminal and credit check.
  • A minimum of 3 years working experience, preferably in sales.
  • Computer literacy (MS Word, PowerPoint, and Outlook).
  • Excellent communication skills (written and verbal).
  • Presentation skills are an added advantage.
Attributes and Competencies

The ideal candidate will possess:

  • Client Focus.
  • Decision Making.
  • Planning and Organising.
  • Sales Ability.
  • Technical Knowledge.
  • Tenacity.


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