Top Tech Jobs & Startup Jobs

Identify customers’ financial needs, provide financial advice, recommend suitable insurance and financial solutions, and implement personalized financial plans. The role emphasizes consultative and direct selling, prospect qualification, relationship building, customer service, sales opportunity identification, and entrepreneurial self-motivation.

Engage prospective clients to identify financial needs, provide tailored financial advice, recommend and implement suitable insurance and financial plans, build and maintain customer relationships, and pursue sales opportunities through consultative selling and customer-focused service.

Identify clients' financial needs, provide consultative financial advice, recommend and implement fit-for-purpose financial plans and solutions, build and strengthen customer relationships, and drive direct sales and prospecting activities.

Advise customers on financial services, identify needs and sales opportunities, manage customer feedback, build relationships, and deliver consultative sales. The role requires financial adviser experience, long-term insurance expertise, customer-focused communication, sales data management, a valid driver’s licence, and access to a personal vehicle.

Provides financial advice, identifies customer needs, recommends and implements suitable financial plans, and develops new business. Expands sales with existing customers, manages personal leads, builds customer relationships, and supports clients in achieving long-term financial goals. The role requires financial industry experience, RE5 certification, CPD or class-of-business compliance, a driver’s license, vehicle access, and a clear criminal record.

Provides financial advice, identifies customer needs, recommends and implements tailored financial plans, procures new business, expands product sales among existing customers, and manages primarily self-generated leads.

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

Advise customers on financial products, identify needs and sales opportunities, qualify prospects, manage customer feedback, and build strong client relationships through consultative selling. The role requires financial services experience, long-term insurance knowledge, FAIS compliance, and customer-focused sales skills. A valid driver’s licence, personal vehicle, and successful criminal and credit checks are also required.

Provides financial advice by identifying customer needs, recommending and implementing suitable financial plans, and supporting customers’ lifetime goals. The adviser is responsible for acquiring new business, expanding sales with existing customers, generating and managing personal leads, building customer relationships, and meeting sales results. The role requires regulatory compliance, consultative selling, customer focus, a valid driver’s license, and access to a vehicle.

Advances financial advisory sales by consulting with customers, identifying their financial needs, qualifying prospects, recommending insurance and investment solutions, managing customer feedback, and strengthening client relationships. The role requires financial services experience, long-term insurance licensing, compliance with FAIS requirements, and effective consultative and strategic selling skills. A valid driver’s license and personal vehicle are required, along with clear criminal and credit checks.