Old Mutual Limited

Commissioned Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Durban • South Africa

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About the role

  • Championing customers to achieve their lifetime goals by identifying financial needs
  • Providing sound financial advice
  • Recommending and implementing "fit for purpose" financial plans and solutions
  • Responsible for the procurement of new business
  • Expand sales of products and services with existing customers

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
  • Build Trust
  • Consultative Selling
  • Customer-Focused
  • Customer Service
  • Customer Understanding
  • Direct Selling
  • Identifying Sales Opportunities
  • Oral Communications
  • Probing Questions
  • Qualifying Prospects
  • Sales Data Management
  • Sales Software
  • Strategic Selling
  • Strengthening Customer Relationships
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
customer advocacyfinancial advisingsales expansionneeds identificationsolution implementation
Certifications
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate