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Financial Adviser
Old Mutual LimitedCommissioned Financial Adviser at Old Mutual helping customers identify financial needs and implement solutions. Expand sales of products and build long-term client relationships.
About the role
Key responsibilities & impact- Championing our valued 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
- Expand 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
financial advicecustomer advocacysales expansionbusiness procurement
Certifications
NQF Level 5Higher CertificateAdvanced CertificateOccupational Certificate