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Advancing Financial Adviser
Old Mutual Limited. Advise customers on financial products and services .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative selling and customer relationship management within the financial services sector, leveraging strong analytical skills to identify customer needs and translate engagements into sales. Proficient in managing sales data and utilizing sales software to enhance customer interactions and drive business growth.
Highest-signal resume keywords
Financial Services ExperienceConsultative SellingSales Data ManagementLong-Term Insurance Class of BusinessExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales SoftwareEvaluating InformationIdentifying Customer NeedsIdentifying Sales OpportunitiesQualifying Prospects
Soft Skills
Excellent Listening SkillsSound Planning and Organising AbilitiesEntrepreneurial MindsetGritResilience
Certifications & Qualifications
FAIS RequirementsRegulatory Examination 5 (RE5)
Industry Keywords
Customer Feedback ManagementCustomer ServiceStrengthening Customer RelationshipsBalances StakeholdersBuilds Networks
About the role
Key responsibilities & impact- Advise customers on financial products and services
- Conduct consultative and strategic selling
- Identify customer needs and sales opportunities
- Manage customer feedback and strengthen customer relationships
- Qualify prospects and use probing questions during customer engagements
- Translate customer engagements into sales
- Evaluate, collate, analyse and synthesise information
- Manage sales data and use sales software
- Balance stakeholder needs, build networks and ensure accountability
Requirements
What you’ll need- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Evaluating Information
- Identifying Customer Needs
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Benefits
Comp & perks- The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.