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Aspiring Financial Adviser
Old Mutual Limited. Champion valued customers to achieve their lifetime goals .
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, with a strong focus on identifying financial needs and providing tailored financial solutions. Possesses the ability to effectively communicate and build trust with customers while ensuring accountability and collaboration.
Highest-signal resume keywords
Consultative SellingCustomer Relationship ManagementFinancial Needs IdentificationSales 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 SoftwareFinancial PlanningDirect SellingIdentifying Sales OpportunitiesProbing QuestionsQualifying ProspectsStrategic Selling
Soft Skills
Self-MotivatedDynamicBuilding TrustCustomer FocusAction Oriented
Certifications & Qualifications
NQF Level 4Grade 12School Leaving CertificateNational CertificateOccupational Certificate
Industry Keywords
Customer Feedback ManagementSales OpportunitiesStrengthening Customer RelationshipsBalancing StakeholdersBuilding Networks
About the role
Key responsibilities & impact- Champion valued customers to achieve their lifetime goals
- Identify customers' financial needs
- Provide sound financial advice
- Recommend and implement fit-for-purpose financial plans and solutions
Requirements
What you’ll need- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
- Self-motivated and dynamic
- Passionate entrepreneurial spirit
- Skills in building trust, consultative selling, customer feedback management, customer focus, customer 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 being action oriented, balancing stakeholders, building networks, collaborating, communicating effectively, customer focus, decision quality, and ensuring accountability