Vacancy

Salaried Financial Advisor

Old Mutual

Old Mutual is recruiting a Salaried Financial Advisor, in Windhoek, Namibia.
Duties
  • Assists clients in achieving their financial goals through providing financial advice and relevant solutions to individual, corporate and institutional clients
  • All advice must be in line with the customer value proposition and compliance framework
  • Develops, tracks and reviews business plan to meet individual performance targets
  • Prospects in allocated markets
  • Works with 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 and commercial fields
  • Valid Driver’s license and own reliable transport will be an added advantage
  • 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
  • Well presented with a high degree of professionalism
Notes
  • Only shortlisted applicants will be contacted
This vacancy is no longer accepting applications

Details

  • Entity Old Mutual
  • Location
  • Category
  • Tags
  • Published 20.04.2023
  • Expires 21.04.2023
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