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Provide personalized financial advice, identify customer needs, recommend and implement suitable financial plans, procure new business, and expand sales of products and services to existing customers. The adviser primarily works from self-generated leads and builds trusted, long-term customer relationships while meeting sales and accountability objectives.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, generate sales opportunities, qualify prospects, manage customer feedback, and build lasting customer relationships. The role requires an entrepreneurial, customer-focused approach and consultative selling skills.

Provides routine customer service, clarifies customer needs, prospects for new clients, develops customer relationships, records CRM information, identifies sales opportunities, supports business development, and follows regulatory and internal compliance procedures. The role also involves handling inquiries, receiving visitors, maintaining accurate customer data, and using consultative selling skills to recommend appropriate financial solutions.

Provides customers with financial advice by identifying their needs, recommending suitable financial plans and solutions, and supporting implementation. The role involves consultative and direct selling, prospect qualification, sales opportunity identification, customer relationship building, feedback management, and maintaining sales data. Candidates should demonstrate entrepreneurial motivation, customer focus, communication skills, accountability, and the ability to build trust and networks.

Processes and reviews new business and EBQ transactions for Namibia, verifies documentation and eligibility, assesses benefits, identifies irregularities, and ensures compliance with policy and regulatory requirements. Provides customer and stakeholder support, resolves process and system issues, maintains accurate CRM and case records, logs IT incidents, and serves as a subject matter expert on systems and procedures. Contributes to trend analysis and continuous process improvement while meeting quality, SLA, accuracy, and throughput standards.

Provides routine customer service, clarifies customer needs, prospects for new clients, develops customer relationships, records CRM information, identifies sales opportunities, supports business development, and follows operational and regulatory compliance procedures.

Provides routine customer service, clarifies customer needs, maintains CRM records, conducts sales calls, develops customer relationships, prospects for new clients, identifies sales opportunities, supports business development, and follows regulatory and internal compliance procedures.

Manage and grow a portfolio of corporate retirement fund clients through strategic consulting, governance support, relationship management, regulatory guidance, financial wellness education, and benefit solutions. Lead governance meetings, identify business development opportunities, support client retention, collaborate on solution delivery, and mentor colleagues. The role requires strong knowledge of Namibia’s retirement fund industry, FIMA, National Pension Fund framework, stakeholder engagement, presentations, and commercial consulting.

Build and manage customer relationships by identifying financial needs, providing sound financial advice, recommending suitable financial plans, and implementing solutions. The role requires consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and accountable.

Provides personalized financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing them. The adviser procures new business, expands product and service sales among existing customers, primarily works from self-generated leads, builds customer trust, and maintains strong client relationships. The role requires consultative and direct selling, prospect qualification, effective communication, customer focus, and results orientation.