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Financial Adviser
Old Mutual LimitedFinancial Adviser offering expert financial product advice and exceptional customer service at Old Mutual. Managing client relationships and providing tailored financial solutions.
About the role
Key responsibilities & impact- Advise clients on financial products
- Collaborate with customers to identify their financial needs
- Provide exceptional customer service
- Manage client relationships effectively
Requirements
What you’ll need- Skills: Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
- Education: NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
Comp & perks- Health insurance
- Retirement plans
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Consultative SellingCustomer Feedback ManagementSales Data ManagementSales SoftwareStrategic Selling
Soft Skills
Customer-FocusedCustomer ServiceCustomer UnderstandingEvaluating InformationIdentifying Customer NeedsIdentifying Sales OpportunitiesOral CommunicationsProbing QuestionsQualifying ProspectsStrengthening Customer Relationships
Certifications
NQF Level 5 - HigherAdvance CertificateOccupational Certificate