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Commissioned Financial Adviser
Old Mutual LimitedCommissioned Financial Adviser at Old Mutual helping customers achieve their financial goals. Responsible for providing advice, selling products, and expanding 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
customer advocacyfinancial advisingsales expansionneeds identificationsolution implementation
Certifications & Qualifications
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate
Industry Keywords
financial planningbusiness procurementcustomer lifetime goalsfinancial needs assessment
About the role
Key responsibilities & impact- Champion our valued customers to achieve their lifetime goals
- Identify financial needs of customers
- Provide sound financial advice
- Recommend and implement "fit for purpose" 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
What you’ll need- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
Comp & perks- Professional development opportunities