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Aspiring Financial Adviser
Old Mutual LimitedAspiring Financial Adviser helping customers with financial plans and solutions at Old Mutual. Focused on identifying financial needs and providing sound advice to achieve goals.
About the role
Key responsibilities & impact- Championing valued customers to achieve lifetime goals
- Identifying financial needs and providing sound financial advice
- Recommending and implementing fit for purpose financial plans and solutions
Requirements
What you’ll need- Self-motivated and dynamic individuals with a passionate entrepreneurial spirit
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Benefits
Comp & perks- Building Trust
- Consultative Selling
- Customer Feedback Management
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
self-motivateddynamicentrepreneurial spirit
Certifications
NQF Level 4Grade 12School leaving CertificateNational CertificateOccupational Certificateequivalent