Aspiring Financial Adviser

Old Mutual Limited

. Champion valued customers to help them achieve their lifetime goals .

Posted 10/23/2026full-timeSannieshof • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core 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. Proven ability to build trust and effectively communicate with clients to achieve their financial goals.

Highest-signal resume keywords

Consultative SellingCustomer Relationship ManagementFinancial Needs IdentificationSales Data ManagementEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningSales SoftwareDirect SellingSales Opportunity IdentificationCustomer Feedback Management

Soft Skills

Self-MotivatedDynamic IndividualBuilding TrustCollaborationAction Orientation

Certifications & Qualifications

NQF Level 4Grade 12School Leaving CertificateNational CertificateOccupational Certificate

Industry Keywords

InsuranceCustomer FocusStrategic SellingStakeholder BalancingCustomer Understanding

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 and contribute to one of Africa's leading insurance companies

Requirements

What you’ll need

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Self-motivated and dynamic individual with a 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 action orientation, balancing stakeholders, building networks, collaboration, effective communication, customer focus, decision quality, and accountability