Old Mutual Limited

Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Nelspruit • 🇿🇦 South Africa

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Job Level

Mid-LevelSenior

About the role

  • Provide exceptional advice and quality service to your customers as part of Old Mutual's Personal Financial Advice (PFA) channel
  • Build and grow your own financial advice practice and define your career path
  • Identify customer needs and sales opportunities and qualify prospects
  • Strengthen customer relationships and manage customer feedback
  • Use world-class tools and support to deliver personal financial advice across South Africa

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
  • 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
  • Competencies: Balances Stakeholders; Builds Networks; Communicates Effectively; Customer Focus; Ensures Accountability; Instills Trust; Interpersonal Savvy; Manages Complexity
Benefits
  • World-class tools and support
  • Opportunity to build from an unmatched foundation of established, multinational, and diverse financial services
  • Opportunity to define own destiny and build an advice practice

Applicant Tracking System Keywords

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

Hard skills
Consultative SellingCustomer Feedback ManagementSales Data ManagementSales SoftwareStrategic SellingIdentifying Customer NeedsIdentifying Sales OpportunitiesEvaluating InformationQualifying ProspectsCustomer Service
Soft skills
Customer-FocusedOral CommunicationsProbing QuestionsStrengthening Customer RelationshipsBalances StakeholdersBuilds NetworksCommunicates EffectivelyEnsures AccountabilityInstills TrustInterpersonal Savvy
Certifications
NQF Level 5Higher CertificateAdvance CertificateOccupational Certificate