Old Mutual is recruiting a Salaried Financial Advisor, in Walvis Bay, Namibia.
Description
- The role of a financial adviser is one that demands sales passion, utmost professionalism, integrity, and a customer-centric approach
- An accredited financial adviser commands the respect and trust of those customers who are entrusting their financial futures to them
- The role calls for formal in-house training, the completion of the prescribed Regulatory exams and requires continuous professional development
Duties
- Assists existing and prospective clients in achieving their financial goals by providing relevant and appropriate financial advice, superior solutions and services to individual clients as per customer’s personal and financial circumstances and their goals or dreams for the future
- Offers financial advice in adherence with the customers value proposition and compliance framework
- Consistently develops, tracks and reviews business plan to meet individual performance targets
- Prospects in allocated markets
- Offers specific range of insurance products, investments, study, funeral and life covers
- Manage client product holding across a portfolio of Old Mutual solutions
- Build and manage exceptional client relationships
Requisites
- Namibian Citizenship
- Grade 12 with commercial or business-related subjects and a minimum of 23 points
- A clear criminal and credit check
- Ability to work under pressure whilst still maintaining a professional image
- Good planning, organising and time-management skills
- A minimum of 2 - 3 years working experience in business management, insurance or financial services or markets sector
- Computer literacy (MS Office Suite)
- Proactive and passionate about sales
- Outstanding networking skills
- Good interpersonal and communications skills
- Self-starter and team player
- Valid Driver’ license
- Having a vehicle will be an added advantage
Notes
- Only shortlisted applicants will be contacted