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Old Mutual Limited

Financial Advisor

Old Mutual Limited

. Acquire, advise, and service clients by identifying financial needs and providing appropriate insurance and investment solutions .

Posted 10/5/2026full-timeBlantyre • MalawiMid-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 customer needs and providing tailored financial solutions. Proficient in maintaining customer relationships and managing sales data to meet performance targets.

Highest-signal resume keywords
Consultative SellingCustomer ServiceSales Data ManagementCustomer Feedback ManagementStrategic Selling

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 SoftwareEvaluating InformationIdentifying Customer NeedsQualifying ProspectsProbing Questions
Soft Skills
Customer-Focused ApproachOral CommunicationStrengthening Customer Relationships
Tools & Technologies
CRM SystemsSpreadsheets
Certifications & Qualifications
Bachelor of Administration (BAdmin) in Sales: Banking Services
Industry Keywords
Compliance FrameworkBusiness DevelopmentCustomer Value PropositionSales OpportunitiesPerformance Targets

About the role

Key responsibilities & impact
  • Acquire, advise, and service clients by identifying financial needs and providing appropriate insurance and investment solutions
  • Carry out standard customer service activities and handle simple customer inquiries
  • Assess compliance with established standards and protocols for routine inquiries
  • Receive visitors and assist with information requests, referring complex matters to colleagues
  • Maintain accurate customer details in CRM systems and record follow-up actions and sales-call activities
  • Interview customers using a multilevel sales script to clarify requirements
  • Contact allocated potential customers by telephone or in person to develop relationships
  • Provide a first point of contact for resolving customer queries and complaints
  • Support routine business development tasks
  • Identify potential customers through information, referrals, and recommendations
  • Select and input appropriate data into spreadsheets or standard formats
  • Participate in and contribute to internal and external networks
  • Provide advice in line with the customer value proposition and compliance framework
  • Develop, track, and review business plans
  • Sell the company’s specific range of products

Requirements

What you’ll need
  • Bachelor of Administration (BAdmin) in Sales: Banking Services
  • Consultative Selling
  • Customer Feedback Management
  • Customer-focused approach
  • Customer service
  • Customer understanding
  • Evaluating information
  • Identifying customer needs
  • Identifying sales opportunities
  • Oral communication
  • Probing questions
  • Qualifying prospects
  • Sales data management
  • Sales software
  • Strategic selling
  • Strengthening customer relationships
  • Ability to follow mandatory procedures and comply with external regulatory codes and internal codes of conduct
  • Ability to work in allocated markets and meet individual performance targets