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Commissioned Financial Adviser
Old Mutual LimitedCommissioned Financial Adviser at Old Mutual providing sound financial advice and solutions. Aiming to meet lifetime goals of customers through tailored financial plans and support.
About the role
Key responsibilities & impact- Championing our valued customers to achieve their lifetime goals
- Identifying financial needs
- Providing financial advice
- Recommending and implementing financial plans
Requirements
What you’ll need- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- 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 advisingneeds assessmentfinancial planning
Certifications
NQF Level 5Higher CertificateAdvance CertificateOccupational Certificate