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Commissioned Financial Adviser
Old Mutual Limited. Champion valued customers to achieve their lifetime goals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative selling and customer service, with a strong focus 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 ServiceSales Data ManagementEffective CommunicationAction Orientation
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 SoftwareIdentifying Sales OpportunitiesProbing QuestionsQualifying Prospects
Soft Skills
Self-MotivatedDynamicBuilding TrustCollaborationCustomer Focus
Certifications & Qualifications
NQF Level 5 - Higher, Advance or Occupational Certificate
Industry Keywords
Customer UnderstandingDirect SellingStrategic SellingStrengthening Customer RelationshipsDriving Results
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
- 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
- Passionate entrepreneurial spirit
- Skills in building trust, consultative selling, 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, driving results, and 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