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 service, focusing on identifying financial needs and providing tailored financial solutions. Proven ability to build trust and strengthen customer relationships while driving sales results.

Highest-signal resume keywords

Consultative SellingCustomer-FocusedIdentifying Sales OpportunitiesSales 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

Action OrientedCommunicates EffectivelyDrives ResultsStrengthening Customer RelationshipsProbing Questions

Tools & Technologies

Sales Software

Certifications & Qualifications

NQF Level 5 - Higher, Advance or Occupational Certificate

Industry Keywords

Financial AdviceSalesCustomer ServiceDirect SellingStrategic Selling

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
Skills: Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies: Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability
Appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit