interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
achieve maximum sales profitability, growth and account penetration within an assigned. Territory and/or Personally, contacts and secures new business accounts/customers. Sell products / Services & Sales opportunities Build customer relations Administer reports / documents Plan and Schedule work Inspect / Test
achieve maximum sales profitability, growth and account penetration within an assigned. Territory and/or Personally, contacts and secures new business accounts/customers. Sell products / Services & Sales opportunities Build customer relations Administer reports / documents Plan and Schedule work Inspect / Test
invoices and quotations
practices and knowledge sharing.
best practices and knowledge sharing. Manage financial budgeting and expenditures. Manage relationships management capabilities. Strong project management and report writing skills. Knowledge of supply chain management
Client in the financial services sector requires a results driven Sales Executive with strong hunter any concerns or objections raised by customers Report on sales activities, pipeline, and revenue forecasts
Client in the financial services sector requires a results driven Sales Executive with strong hunter any concerns or objections raised by customers Report on sales activities, pipeline, and revenue forecasts
sales efforts with marketing programs – Upselling financial products and services – Achieving sales goals