Advancing Financial Adviser (Morningside Durban)
Core
Sell financial products including long-term insurance and investments to clients in South Africa.
Role type
Financial Adviser
Builds
Insurance policies and investment portfolios
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Understanding, Identifying Customer Needs, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Strategic Selling
Preferred skills
Long-term Insurance Class of Business completion, 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
Seniority
Entry-level to Mid-level