Commissioned Financial Adviser

Old Mutual Limited

. Champion valued customers to achieve their lifetime goals .

Posted 11/4/2026full-timeRichards Bay • 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 PlanningStakeholder Balancing

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

Sales SoftwareIdentifying Sales OpportunitiesQualifying ProspectsDirect SellingStrategic Selling

Soft Skills

Self-MotivatedDynamic IndividualEffective CommunicationCustomer FocusDriving Results

Certifications & Qualifications

NQF Level 5

Industry Keywords

Financial AdviceSales ExpansionCustomer NeedsEntrepreneurial SpiritOld Mutual South Africa Employment Equity Plan

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 individual with a passionate 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, network building, collaboration, effective communication, customer focus, driving results, and accountability
Appointment subject to Old Mutual South Africa's Employment Equity Plan and the specific business unit