Financial Adviser Gauteng/ Ekurhuleni
Core
Attract, acquire, and retain clients by selling financial wellness products (funeral insurance, health, savings, life insurance) to low-income clients in South Africa and 12 other African countries.
Role type
Financial Adviser (Sales & Client Service)
Builds
Funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance products
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Sales, client acquisition, affordability analysis, tax and legal advice, compliance adherence, target achievement, client relationship management, financial wellness planning
Preferred skills
Insurance industry experience, driver's license, own transport
Technologies
Sales systems, reporting tools
Responsibilities
Engage with prospective clients to highlight product features based on financial needs, conduct affordability analysis, advise on tax and legal implications, capture client information, achieve production and conversion targets, investigate and resolve client queries, build and maintain client relationships, provide regular service delivery reports
Seniority
Mid-level, hands-on IC
