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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 identifying customer financial needs and providing tailored financial advice while building strong customer relationships. Proficient in managing customer feedback and sales data to drive sales opportunities and enhance customer satisfaction.
Highest-signal resume keywords
Financial Needs IdentificationConsultative Selling SkillsCustomer Relationship ManagementSales Data ManagementSales Software Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningSales Opportunity IdentificationCustomer Feedback ManagementSales Data AnalysisProbing Questions
Soft Skills
Self-MotivatedDynamic IndividualTrust BuildingEffective CommunicationCustomer Focus
Tools & Technologies
Sales Software
Certifications & Qualifications
NQF Level 5 - Higher, Advance or Occupational Certificate
Industry Keywords
Customer ServiceEntrepreneurial SpiritStrategic SellingCustomer UnderstandingAction Oriented
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
- Build and strengthen customer relationships
- Identify sales opportunities and qualify prospects
- Manage customer feedback and sales data
Requirements
What you’ll need- Self-motivated and dynamic individual with a passionate entrepreneurial spirit
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
- Ability to build trust and strengthen customer relationships
- Consultative, direct, and strategic selling skills
- Customer service and customer understanding
- Ability to identify sales opportunities and qualify prospects
- Probing questions and oral communication skills
- Customer feedback and sales data management
- Familiarity with sales software
- Competencies: Action Oriented; Balances Stakeholders; Builds Networks; Collaborates; Communicates Effectively; Customer Focus; Decision Quality; Ensures Accountability