Commissioned Financial Advisor at Work Place Centre Limited

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.