Financial Advisor at Old Mutual

Old Mutual is searching for a suitably qualified or experienced candidate to fill in the position of Financial Advisor

This role is individually accountable for selling and providing advice on specific range of products to the family providers in our customer value proposition.

Responsibilities

Provides life insurance advice in line with the customer value proposition & compliance framework.

Develops, tracks & reviews business plan to meet individual performance targets on daily, weekly and monthly basis.

Work in opened, available and specific markets with a specific range of products.

Prospecting

Key Result Areas

Relationship Building

Financial Advice

Sales / Productivity / APE / Persistency

Accountabilities

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 1 year.

Makes increased contributions by broadening individual skills.

Collaborates effectively with others to achieve personal results.

Accepts and lives the company values.

Sales/Productivity / Persistency / APE

Develops, tracks & reviews business plan to meet individual performance targets.

Engages in prospecting.

Financial Advice:

Provides advice in line with the customer value proposition & compliance framework.

Works in general and specific allocated markets.

Works with a specific range of products.

CLOSING DATE: Not Specified