Advancing Financial Adviser - Pretoria

In brief

**Overview** This rewrite describes the role of an Advancing Financial Adviser at Old Mutual, located in Pretoria. It outlines the specific skills, competencies, and educational qualification that are required for this position as detailed in the original advert. **What you will do** As an Advancing Financial Adviser, you will be expected to: * Engage in consultative selling. * Manage customer feedback. * Maintain a customer-focused approach, ensuring excellent customer service and understanding customer needs. * Evaluate information to identify customer needs and sales opportunities. * Utilize oral communications and probing questions effectively. * Qualify prospects. * Manage sales data and use sales software. * Employ strategic selling techniques. * Strengthen customer relationships. **Requirements (from the original advert)** * **Education:** NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent * **Skills:** * Consultative Selling * Customer Feedback Management * Customer-Focused * Customer Service * Customer Understanding * Evaluating Information * Identifying Customer Needs * Identifying Sales Opportunities * Oral Communications * Probing Questions * Qualifying Prospects * Sales Data Management * Sales Software * Strategic Selling * Strengthening Customer Relationships * **Competencies:** * Balances Stakeholders * Builds Networks * Communicates Effectively * Customer Focus * Ensures Accountability * Instills Trust * Interpersonal Savvy * Manages Complexity **Who should apply** The ideal candidate for this role should possess a strong background in consultative and strategic selling, coupled with a deep understanding of customer needs and the ability to manage customer feedback and relationships effectively. They should be proficient in oral communication, able to evaluate information, and skilled in qualifying prospects. Key competencies include balancing various stakeholders, building professional networks, communicating effectively, demonstrating customer focus, ensuring accountability, instilling trust, exhibiting interpersonal savvy, and managing complex situations. An NQF Level 5 qualification or equivalent is mandatory. **Deadline** 29 November 2026, 23:59 **Reference** Original posting: https://www.myjobmag.co.za/job/advancing-financial-adviser-pretoria-old-mutual-7 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

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