Financial Advisor

Old Mutual Limited

. Provide advice on a specific range of products to an allocated market and achieve results through individual efforts .

Posted 11/11/2026full-timeBlantyre • MalawiMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative and strategic selling, providing financial advice, and maintaining compliance with regulatory codes. Proficient in customer relationship management and utilizing sales software to achieve performance targets.

Highest-signal resume keywords

Consultative SellingCustomer Relationship ManagementFinancial AdviceSales Data ManagementBusiness Intelligence Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Software ProficiencyMarket Data AnalysisProblem ResolutionRelationship ManagementBusiness Plan Development

Soft Skills

Oral CommunicationCustomer ServiceProbing Questions

Tools & Technologies

CRM Systems

Certifications & Qualifications

Bachelor Of Business Management

Industry Keywords

Regulatory ComplianceLife Assurance ProductsCustomer Value PropositionSales OpportunitiesOperational Compliance

About the role

Key responsibilities & impact

Provide advice on a specific range of products to an allocated market and achieve results through individual efforts
Provide quality customer service while identifying opportunities to secure new business or support retention
Process cases, handle complex queries, and investigate and resolve customer problems
Analyze problems and issues to identify the best technical or professional solutions
Receive visitors and assist with information requests, referring complex matters to colleagues
Schedule follow-up actions and enter customer information into the CRM system after each contact
Set objectives for sales calls or meetings, tailor presentation materials, and clarify customer needs
Develop and implement relationship management plans for prospective customer accounts
Ensure operational compliance with company policies, procedures, regulatory codes, and codes of conduct
Monitor and assess sales and market data for the assigned geographic region
Develop a personal network and represent the organization at business-sector events
Conduct research and analyze key themes and trends using primary data sources and business intelligence tools
Participate in internal and external networks of people, technologies, and ideas
Provide financial advice in line with the Company's customer value proposition and compliance framework
Develop, implement, monitor, and review business plans to achieve individual performance targets
Prospect and conduct business within assigned markets
Sell and promote the Company's life assurance and related financial products
Build and maintain relationships with existing and prospective clients
Ensure excellent customer service and adherence to company policies and procedures

Requirements

What you’ll need

Bachelor Of Business Management
Knowledge and understanding of the organization's policies and procedures and relevant regulatory codes and codes of conduct
Ability to provide financial advice in line with the Company's customer value proposition and compliance framework
Skills in consultative selling, direct selling, strategic selling, qualifying prospects, identifying sales opportunities, and sales data management
Customer service and customer relationship management skills
Oral communication and probing-question skills
Proficiency with sales software and CRM systems
Ability to develop and maintain client relationships
Ability to monitor and assess sales and market data
Ability to conduct research using primary data sources and business intelligence tools