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Commissioned Financial Adviser
Old Mutual LimitedCommissioned Financial Adviser at Old Mutual guiding clients in financial planning to achieve goals. Responsible for new business procurement and expanding existing customer sales.
About the role
Key responsibilities & impact- Championing valued customers to achieve their lifetime goals
- Identifying financial needs and providing sound financial advice
- Recommending and implementing "fit for purpose" financial plans and solutions
- Responsible for 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
Benefits
Comp & perks- Competitive salary
- Flexible working hours
- Professional development opportunities
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
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate