Salaried Financial Advisor.Sales & Distribution.OMSA at Old Mutual South Africa

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

• 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 over periods of 1 day to a maximum of three 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.

Job Requirements

• Matric/Grade 12
• ITC and Criminal Clear
• FAIS compliance
• Valid Driver's License
• Computer Literacy
• Able to work under pressure
• Previous sales experience advantageous but not essential
• Driven and motivated
• Have client servicing skills
• Have sales ability.