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Financial Advisor (Tema)

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Financial Advisor (Tema)
Company:

Oldmutual


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Financial Advisor (Tema)

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Details of the offer

Your time is now to be your exceptional best at Old Mutual!

Job Description
This role is individually accountable for selling and providing advice on specific range of products to the family providers in our customer value proposition.

Descriptor
Provides life insurance advice in line with the customer value proposition & compliance framework.
Develops, tracks & reviews business plan to meet individual performance targets on daily, weekly and monthly basis.
Work in opened, available and specific markets with a specific range of products.
Prospecting

Key Result Areas
Relationship Building
Financial Advice
Sales / Productivity / APE / Persistency

Accountabilities
Personal Effectiveness:
Accountable for service delivery through own efforts.
Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of 1 year.
Makes increased contributions by broadening individual skills.
Collaborates effectively with others to achieve personal results.
Accepts and lives the company values.

Sales/Productivity / Persistency / APE
Develops, tracks & reviews business plan to meet individual performance targets.
Engages in prospecting.

Financial Advice:
Provides advice in line with the customer value proposition & compliance framework.
Works in general and specific allocated markets.
Works with a specific range of products.

Applicants are more likely to be successful if they live in Tema and its immediate environs.

Skills

Education

Closing Date


Source: Myworkdayjobs


Area:

Requirements

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