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Commissioned Financial Adviser
Old Mutual LimitedCommissioned Financial Adviser at Old Mutual focusing on customer financial needs and providing tailored financial solutions. Responsible for expanding sales and nurturing 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 expansionbusiness procurement
Certifications & Qualifications
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate
Industry Keywords
financial needsfinancial plansfinancial solutionscustomer lifetime goals
About the role
Key responsibilities & impact- Championing our valued customers to achieve their lifetime goals by identifying financial needs
- Providing sound financial advice
- Recommending and implementing '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
- Tools and confidence to provide exceptional advice and quality service to customers