Old Mutual is recruiting an Academy Financial Advisor, to be based in Windhoek, Namibia.
Duties
- Assists clients in achieving their financial goals by providing financial advice and relevant solutions to individual, corporate and institutional clients
- Offers advice in adherence to the customer value proposition and compliance framework
- Develops, tracks and reviews business plan to meet individual performance targets
- Prospects in allocated markets
- Offers specific range of products
- Manage a portfolio of existing clients
- Manage client product holding across a portfolio of Old Mutual solutions
- Retain existing business
- Build and manage exceptional client relationships
Requisites
- Namibian citizenship
- Grade 12 with a minimum of 21 points or a relevant qualification
- Relevant tertiary qualification in business or commercial fields
- Valid driver’s license and own reliable transport
- Sales experience will be an advantage
- Ability to leverage existing high net worth networks
- Above average numerical ability and the ability to present solutions to clients
- Computer literacy
- No criminal record
- Willingness to work for commission
- Well presented with a high degree of professionalism
Notes
- Only shortlisted applicants will be contacted