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PFA Advisor

Published on 03.09.2021

Company

Website : https://www.oldmutual.co.za/
Industries :
Banking, insurance, finance
Job ads : See our Job Ads
Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate... read more

Job Ad & Profile Description

Position : PFA Advisor

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

We are looking for a PFA Advisor

  • 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.
  • 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.
Required profile for job ad : PFA Advisor
  • Full time
Job criteria for job ad : PFA Advisor
Job category :
Accounting, controlling, finance
Services
Industries :
Banking, insurance, finance
Employment type :
Permanent contract
Region :
Erongo - Hardap - Karas - Kavango - Kunene - Ohangwena - Omaheke - Omusati - Oshana - Oshikoto - Otjozondjupa - Windhoek - Khomas - Zambezi
Experience level :
Less than 2 years
Educational level :
Bachelor
Number of Position(s) : 1

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