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Old Mutual Limited

Aspiring Financial Adviser

Old Mutual Limited

. Champion valued customers to achieve their lifetime goals .

Posted 11/5/2026full-timePietermaritzburg • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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 strengthen customer relationships through effective communication and consultative selling.

Highest-signal resume keywords
Financial AdviceConsultative SellingCustomer ServiceSales Data ManagementBuilding Trust

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Self-MotivatedDynamicAction OrientedEffective CommunicationCustomer Focus
Tools & Technologies
Sales Software
Certifications & Qualifications
NQF Level 4Grade 12School Leaving CertificateNational CertificateOccupational Certificate
Industry Keywords
Financial NeedsSales OpportunitiesCustomer Feedback ManagementStrategic SellingStrengthening Customer Relationships

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
  • Join a leading African 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
  • 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