Job Description

Description

Key /Performance 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.

    • Personal Effectiveness

  • Accountable for service delivery through own efforts. 
  • Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. 
  • 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 maximises opportunities with prospective clients.
  • Uses appropriate interpersonal and communication techniques to gain client acceptance.

    • Sales/ Productivity

  • Develops, tracks & revi...

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