Advancing Financial Adviser (Ladysmith/ Bergville/ Dundee/ Glencoe/ Nqutu)
Core
Sell financial products including long-term insurance and investments to clients in Ladysmith, Bergville, Dundee, Glencoe, and Nqutu.
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
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, manage customer feedback and relationships
Seniority
Entry-level to Mid-level