Financial Adviser KZN - PFA Campaign
Core
Champion customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans.
Role type
Financial Adviser
Builds
Financial plans and insurance products
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Customer Understanding, Identifying Sales Opportunities, Qualifying Prospects, Strategic Selling, Sales Data Management
Responsibilities
Procure new business, Expand sales of products and services with existing customers, Work mainly on own leads