Financial Adviser

Old Mutual Limited

. Champion valued customers to help them achieve their lifetime goals .

Posted 10/28/2026full-timeGroblersdal • 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 relationship management, with a strong focus on identifying financial needs and providing tailored financial solutions. Proven ability to build trust and effectively communicate with clients to achieve their financial goals.

Highest-signal resume keywords

Consultative SellingCustomer Relationship ManagementSales Opportunity IdentificationFinancial PlanningEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Data ManagementDirect SellingFinancial AdviceQualifying ProspectsSales Software

Soft Skills

Building TrustCustomer FocusCollaborationAction OrientationDecision Quality

Certifications & Qualifications

NQF Level 4Grade 12School Leaving CertificateNational CertificateOccupational Certificate

Industry Keywords

Customer Feedback ManagementStrategic SellingStrengthening Customer RelationshipsEntrepreneurial SpiritStakeholder Balancing

About the role

Key responsibilities & impact

Champion valued customers to help them achieve their lifetime goals
Identify customers’ financial needs
Provide sound financial advice
Recommend and implement fit-for-purpose financial plans and solutions
Qualify prospects and identify sales opportunities
Build and strengthen customer relationships

Requirements

What you’ll need

Self-motivated and dynamic individual with a passionate entrepreneurial spirit
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Skills in building trust, consultative selling, customer feedback management, 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, decision quality, and accountability
Appointment made from the designated group in line with Old Mutual South Africa’s Employment Equity Plan and the relevant business unit