Advancing Financial Adviser (Pietermaritzburg/ Howick and Surrounds)
Core
Sell financial products including long-term insurance and investments to clients in Pietermaritzburg, Howick, and surrounding areas.
Role type
Financial Adviser
Builds
Insurance and investment products for individual clients
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer-Focused, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Strategic Selling, Sound business acumen
Preferred skills
Investments Class of Business completion, Regulatory Examination 5 (RE5), FSCA-approved qualification
Technologies
Sales Software
Responsibilities
Identify customer needs, translate customer engagements into sales, manage customer feedback, maintain customer relationships, collate and analyze information
Seniority
Entry-level to Mid-level, hands-on IC