Advancing Financial Adviser (Ballito/ Stanger/ KwaDukuza/ Mthunzini/ Darnall)
Core
Sell financial products including long-term insurance and investments to clients in the African market.
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, 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
Entry-level to Mid-level