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Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
Job Description
Brief Descripton
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.Provides advice in line with the customer value proposition & compliance framework. Develops, tracks & reviews business plan to meet individual performance targets.Works in specific allocated markets.Works with a specific range of products.Prospecting is limited. Receives a base salary & bonuses - no commission.
KRA's
Financial Advice
Personal Effectiveness
Relationship Building
Sales/ Productivity
Job Requirements
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