Advancing Financial Adviser (Pietermaritzburg/ Howick and Surrounds)
Core
Financial Adviser providing long-term insurance and investment solutions to clients in Pietermaritzburg, Howick, and surrounding areas.
Role type
Financial Adviser
Builds
Long-term insurance and investment products
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Feedback Management, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management
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, manage customer relationships, identify sales opportunities