Job Description
Key Focus:
This role is individually accountable for providing finance advice on a specific range of products to a specific allocated market.
Descriptor:
Provides advice in line with the customer value proposition & compliance framework.
Develops, tracks & reviews business plan to meet individual performance targets.
Work in specific allocated markets.
Work with a specific range of products.
Receives a production allowance & commission.
Key Result Areas
Financial Advice:
Provides advice in line with the customer value proposition & compliance framework.
Works in specific allocated markets.
Works with a specific range of products.
Sales/Productivity:
Develops, tracks & reviews business plan to meet individual performance targets.
Engages in prospecting and conversion to sales.
Personal Effectiveness:
Accountable for service delivery through own efforts.
Individually accountable for managing own time, tasks and output quality.
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 maximizes opportunities with prospective clients.
Uses appropriate interpersonal and communication techniques to gain client acceptance.
Qualification/Requirement
Minimum of B.Sc/HND.
Age:
Interested candidates should be between 26 and 35 years old.
Applicants should forward their CV’s to: careers@workplacecentre.com using “Commissioned Financial Advisor ” as subject.
Apply via :
careers@workplacecentre.com
