Aspiring Financial Adviser

Old Mutual Limited

. Champion valued customers to achieve their lifetime goals .

Posted 10/22/2026full-timeLadybrand • 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

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

Soft Skills

Self-MotivatedDynamicAction OrientedCustomer FocusBuilding Trust

Tools & Technologies

Sales Software

Certifications & Qualifications

NQF Level 4Grade 12School Leaving CertificateNational CertificateOccupational Certificate

Industry Keywords

Financial AdviceFinancial PlansCustomer Feedback ManagementDirect SellingSales OpportunitiesStrategic 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 Old Mutual, 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 individuals 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 being action oriented, balancing stakeholders, building networks, collaborating, communicating effectively, customer focus, decision quality, and ensuring accountability