Advancing Financial Adviser (Pietermaritzburg/ Howick and Surrounds)
Core
Financial Adviser providing long-term insurance and investment solutions to clients in Pietermaritzburg, Howick, and surrounding areas.
Role type
Financial Adviser
Builds
Long-term insurance policies and investment portfolios
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Understanding, Identifying Customer Needs, Strategic Selling, Sales Data Management, Probing Questions, Qualifying Prospects
Preferred skills
Investments Class of Business, Regulatory Examination 5 (RE5), FSCA-approved qualification
Technologies
Sales Software
Responsibilities
Translate customer engagements into sales, collate and analyse customer information, strengthen customer relationships, manage sales opportunities
Seniority
Individual Contributor