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Commissioned Financial Adviser
Old Mutual LimitedCommissioned Financial Adviser at Old Mutual assisting customers with financial planning and solutions. Responsible for expanding sales and procuring new business in the insurance sector.
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 procurementproduct salescustomer relationship management
About the role
Key responsibilities & impact- Championing customers to achieve their lifetime goals by identifying their financial needs
- Providing sound financial advice
- Recommending and implementing 'fit for purpose' financial plans and solutions
- Responsible for the procurement of new business
- Expanding sales of products and services with existing customers
Requirements
What you’ll need- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
Benefits
Comp & perks- Health insurance
- Retirement plans
- Professional development opportunities