Financial Adviser – 1

Old Mutual Limited

. Provide financial advisory services through consultative and strategic selling .

Posted 10/27/2026full-timeGroblersdal • South AfricaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services through consultative selling and strategic customer engagement. Proficient in identifying customer needs, managing feedback, and utilizing sales software to enhance customer relationships.

Highest-signal resume keywords

Financial Advisory ServicesConsultative SellingCustomer Relationship ManagementSales Data ManagementSales Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Customer Needs IdentificationSales Opportunity Qualification

Tools & Technologies

Sales Software

Certifications & Qualifications

NQF Level 5

Industry Keywords

Employment Equity PlanCustomer Feedback

About the role

Key responsibilities & impact

Provide financial advisory services through consultative and strategic selling
Identify customer needs and sales opportunities
Qualify prospects and strengthen customer relationships
Manage customer feedback and sales data
Use sales software and probing questions to support customer-focused selling

Requirements

What you’ll need

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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 in question