Commissioned Financial Advisor (OMAO)
Old Mutual
- Windhoek, Khomas
- Permanent
- Full-time
- Grade 12 with business studies, economics and mathematics, of 23 points
- A degree (NQF level 7) in business or commercial fields;
- 3 Years’ Sales Experience.
- Grade 12 with business studies, economics and mathematics, of 23 points
- 5 Years’ Sales Experience.
- Namibian Citizenship;
- Valid driver’s license and own reliable transport;
- 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.
- 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.