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MFC Salaried Financial Advisor

Old Mutual

MFC Salaried Financial Advisor

£25000

Old Mutual, Dundee

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 3 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 84d0804d15d94202b4411c17d2bc7bcd

Full Job Description

  • Provides advice in line with the customer value proposition & compliance framework.

  • Works in specific allocated markets.

  • Works with a specific range of products.


    • Personal Effectiveness
  • Accountable for service delivery through own efforts.

  • Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.

  • Makes increased contributions by broadening individual skills.

  • Collaborates effectively with others to achieve personal results.

  • Accepts and lives the company values.


    • Relationship Building
  • Establish sound working relationships and maximises opportunities with prospective clients.

  • Uses appropriate interpersonal and communication techniques to gain client acceptance.


    • Sales / Productivity
  • Develops, tracks & reviews business plan to meet individual performance targets.

  • Engages in limited prospecting.

    Grade 12 (Matric).

  • Valid Driver's licence and Own Car

  • FAIS Compliance

  • Clear criminal and credit check

  • Minimum of 3 years working experience (preferably in sales)

  • Computer literacy (MS Word, Powerpoint and Outlook)

  • Excellent communication skills (written and verbal)

  • Presentations skills an added advantage


    • Attributes / Competencies
  • Client Focus

  • Decision Making

  • Planning & Organising

  • Sales Ability

  • Technical Knowledge

  • Tenacity