Commissioned Financial Adviser

Old Mutual Limited

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

Posted 10/27/2026full-timeWitbank • 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-focused service, with a strong ability to identify financial needs and recommend tailored financial solutions. Proven track record in expanding sales and building lasting customer relationships.

Highest-signal resume keywords

Consultative SellingCustomer-Focused ServiceSales Data ManagementEffective CommunicationBuilding 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.

Hard Skills

Financial PlanningSales SoftwareIdentifying Sales OpportunitiesDirect SellingProbing Questions

Soft Skills

Self-MotivatedDynamic Entrepreneurial SpiritCollaborationAction OrientationAccountability

Certifications & Qualifications

NQF Level 5

Industry Keywords

Customer UnderstandingStrengthening Customer RelationshipsStrategic SellingDriving ResultsBalancing Stakeholders

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
Procure new business
Expand sales of products and services with existing customers
Work mainly on own leads

Requirements

What you’ll need

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Self-motivated and dynamic entrepreneurial spirit
Skills in building trust, consultative selling, customer-focused 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, driving results, and accountability