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Commissioned Financial Adviser
Old Mutual LimitedCommissioned Financial Adviser at Old Mutual helping customers achieve financial goals. Identify financial needs and create suitable financial plans, focusing on both new business and existing customers.
About the role
Key responsibilities & impact- Champion valued customers to achieve lifetime goals by identifying financial needs
- Provide sound financial advice and implement financial plans and solutions
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
Requirements
What you’ll need- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
Comp & perks- Health insurance
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant 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