Commissioned Financial Adviser (Bethlehem / Qwa-Qwa / Lindley / Reitz)
Core
Champion customers to achieve lifetime goals by identifying financial needs, providing sound advice, and implementing fit-for-purpose financial plans.
Role type
Commissioned Financial Adviser
Builds
Insurance products and financial solutions
Domain
Insurance / Financial Planning
Deliverable
product features
Required skills
Consultative Selling, Direct Selling, Identifying Sales Opportunities, Qualifying Prospects, Sales Data Management, Strategic Selling, Customer Understanding
Responsibilities
Procurement of new business, Expand sales of products and services with existing customers, Work mainly on own leads