Financial Advisor (Tema)
Jobs at:Old Mutual
Deadline of this Job:
25 June 2021
Date Posted: Friday, June 11, 2021 , Base Salary: Not Disclosed
This role is individually accountable for selling and providing advice on specific range of products to the family providers in our customer value proposition.
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.
Key Result Areas
• Relationship Building
• Financial Advice
• Sales / Productivity / APE / Persistency
• 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.
Education Requirement: No Requirements
Job Experience: No Requirements
Work Hours: 8
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