Advancing Financial Adviser (Umhlanga/ La Lucia/ Phoenix/ Verulam/ KwaMashu and Surrounds)
Core
Sell financial products including long-term insurance and investments to clients in South Africa.
Role type
Financial Adviser
Builds
Insurance and investment products
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Strategic Selling
Responsibilities
Translate customer engagements into sales, collate and analyse customer information, strengthen customer relationships, manage sales data.