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Old Mutual Limited

Commissioned Financial Adviser

Old Mutual Limited

. Champion valued customers to achieve their lifetime goals .

Posted 11/5/2026full-timePietermaritzburg • 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, with a strong focus on identifying financial needs and providing tailored financial solutions. Proven ability to build trust and expand sales through effective communication and strategic selling.

Highest-signal resume keywords
Consultative SellingCustomer ServiceSales Data ManagementFinancial PlanningEffective 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.

Hard Skills
Financial AdviceSales SoftwareIdentifying Sales OpportunitiesQualifying ProspectsStrategic Selling
Soft Skills
Self-MotivatedDynamicBuilding TrustAction OrientationNetworking
Certifications & Qualifications
NQF Level 5
Industry Keywords
Customer FocusDriving ResultsAccountabilityStakeholder BalancingCollaboration

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
  • Entrepreneurial spirit
  • Skills in building trust, consultative selling, customer service, direct selling, identifying sales opportunities, qualifying prospects, sales data management, sales software, and strategic selling
  • Competencies in action orientation, stakeholder balancing, networking, collaboration, effective communication, customer focus, driving results, and accountability