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Aspiring Financial Adviser
Old Mutual Limited. Champion valued customers to help them achieve their lifetime goals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing sound financial advice and implementing tailored financial plans to meet customer needs. Strong ability to build trust and foster customer relationships through effective communication and consultative selling.
Highest-signal resume keywords
Financial AdviceConsultative SellingCustomer Relationship ManagementSales Data ManagementEffective Communication
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 SoftwareIdentifying Sales OpportunitiesDirect SellingCustomer Feedback ManagementProbing QuestionsQualifying ProspectsStrategic Selling
Soft Skills
Self-MotivatedDynamicPassionate Entrepreneurial SpiritAction OrientationCollaboration
Certifications & Qualifications
NQF Level 4Grade 12School Leaving CertificateNational CertificateOccupational Certificate
Industry Keywords
Customer FocusBuilding TrustStakeholder BalancingStrengthening Customer RelationshipsDecision Quality
About the role
Key responsibilities & impact- Champion valued customers to help them achieve their lifetime goals
- Identify customers’ financial needs
- Provide sound financial advice
- Recommend and implement fit-for-purpose financial plans and solutions
- Join a leading insurance company as an aspiring Financial Adviser
Requirements
What you’ll need- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
- Self-motivated and dynamic
- Passionate entrepreneurial spirit
- Skills in building trust, consultative selling, customer feedback management, customer-focused service, customer understanding, direct selling, identifying sales opportunities, oral communications, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships
- Competencies in action orientation, balancing stakeholders, building networks, collaboration, effective communication, customer focus, decision quality, and accountability