Financial Advisor, Corporate Business - Old Mutual

This role is individually accountable for selling and providing advice on specific range of products to the family providers in our customer value proposition.

Duties

• Generate good leads, prospect, network, develop referrals and follow up on leads generated to close sale
• Effectively maintain a high prospect base as determined by Manager
• Set up and coordinate presentations to prospective clients and educate prospects on the company’s product
• Participate in cross selling of company’s products whenever appropriate
• Keep and manage a prospecting diary to effectively schedule client meetings and visits 
• Daily update of sales activities and submit weekly report on activities as required by Manager
• Schedule meetings and presentations, and religiously update meeting template as required
• Evaluate costs and revenue of all prospects to effectively manage resources 
• Any other duties as assigned by Manager

Educational Requirements

• Minimum of a Diploma