Advancing Financial Adviser (Morningside Durban)
Core
Financial Adviser providing long-term insurance and investment solutions to clients in South Africa.
Role type
Financial Adviser
Builds
Insurance and investment products for individual clients
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 completion, 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
Entry-level to Mid-level