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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial advisory capabilities while maintaining an existing role, leveraging an entrepreneurial mindset and sound business acumen to build customer relationships and drive sales results. Proficient in data analysis and effective communication to identify opportunities and manage sales processes.
Highest-signal resume keywords
Financial AdvisorySales OrientationData AnalysisExcellent Communication SkillsEntrepreneurial Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Software ManagementData CollationInformation SynthesisConsultative SellingStrategic Selling
Soft Skills
Trust BuildingPlanningOrganizingResilienceTenacity
Tools & Technologies
Sales SoftwareDigital Literacy
Certifications & Qualifications
DOFA/Fit & ProperNQF Level 4
Industry Keywords
Financial AdviceCustomer RelationshipsSales OpportunitiesAccountabilityEmployment Equity Plan
About the role
Key responsibilities & impact- Offer financial advice on a part-time basis
- Supplement the value proposition and/or income of an existing role
- Access and develop an in-segment market and existing network
- Build trust and strengthen customer relationships
- Identify sales opportunities and qualify prospects
- Use consultative, direct, and strategic selling approaches
- Manage sales data and use sales software
- Communicate effectively with customers and stakeholders
- Collate, analyse, and synthesize information
- Drive results and ensure accountability
Requirements
What you’ll need- Grade 12
- Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
- DOFA/Fit & proper
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course
- Sales orientation
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
- The 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
Benefits
Comp & perks- Part-time opportunity
- Access to in-segment market and existing network