Job Specification:
- 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 relationship
Minimum Requirements:
- 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.
Skills
- Administration
- Business
- Communciation Skills
- Adaptability
- Critical Thinking
- Customer Value
- Financial Advising
- Networks
- Professional Etiquette
- Sales
Closing Date: 01 March 2022