Vacancy

Commisioned Financial Advisor

Old Mutual

Old Mutual is recruiting a Commisioned 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
  • Grade 12 (a minimum of 23 points)
  • A minimum of three years’ related experience in business management, insurance or financial services and markets sector
  • OR
  • A degree (NQF Level 7) in business or commercial fields
  • Namibian Citizenship
  • Valid driver’s license will be an added advantage
  • Ability to leverage existing high net worth networks
  • Above average numerical ability and the ability to present solutions to clients
  • Computer literacy
  • Willingness to work for commission
  • Well presented with a high degree of professionalism
  • A police clearance certificate, not older than 3 months (Certified Copy)
Notes
  • Only shortlisted applicants will be contacted
This vacancy is no longer accepting applications

Details

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