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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 achieving sales targets.
Highest-signal resume keywords
Consultative SellingCustomer ServiceSales Data ManagementEffective CommunicationResults 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 SoftwareSales Opportunity IdentificationStrategic SellingDirect Selling
Soft Skills
Self-MotivatedDynamicAction OrientationNetworkingCollaboration
Certifications & Qualifications
NQF Level 5
Industry Keywords
Customer FocusStakeholder BalancingAccountabilitySales ExpansionEntrepreneurial Spirit
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, sales data management, sales software, strategic selling, and strengthening customer relationships
- Competencies in action orientation, stakeholder balancing, networking, collaboration, effective communication, customer focus, results orientation, 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