Commissioned Financial Adviser
Old Mutual Limited
full-time
Posted on:
Location Type: Office
Location: Richards Bay • South Africa
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About the role
- Championing customers to achieve lifetime goals by identifying financial needs
- Providing sound financial advice
- Recommending and implementing financial plans and solutions
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Requirements
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer advocacyfinancial advisingsales expansionbusiness procurement
Certifications
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate