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Sell financial products and services by identifying customer needs, providing financial advice, developing suitable plans, and implementing solutions. The adviser is responsible for generating new business, expanding sales with existing customers, managing personal leads, and building trusted customer relationships. The role requires financial industry experience, RE5 certification, ongoing CPD or class-of-business compliance, a driver’s license, access to a vehicle, and a clear criminal record.

Identify customers’ financial needs, provide appropriate financial advice, recommend and implement tailored financial plans, and build lasting customer relationships. The role requires consultative and direct selling, prospect qualification, sales opportunity identification, customer service, trust building, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and hold a Matriculation Certificate.

Advise customers on financial products, identify needs and sales opportunities, qualify prospects, manage feedback, maintain customer relationships, and achieve consultative selling objectives. The role requires financial services experience, long-term insurance knowledge, FAIS compliance, a valid driver’s licence, and personal transportation.

Advancing Financial Adviser responsible for providing financial advice, identifying customer needs and sales opportunities, qualifying prospects, consultative selling, managing customer feedback, maintaining relationships, and using sales data and software. Requires financial services experience, long-term insurance knowledge, FAIS compliance, a driver’s licence, personal vehicle, and successful criminal and credit checks.

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 qualifies prospects. Requires financial industry experience, RE5 regulatory examination, ongoing CPD or class-of-business compliance, a driver’s license, vehicle access, and a clear criminal record.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and insurance solutions, and build lasting customer relationships. The role involves consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, and maintaining sales data while delivering customer-focused service.

Provides financial advice by identifying customer needs, recommending and implementing suitable financial plans and insurance solutions. The role involves consultative and direct selling, prospect qualification, relationship building, customer feedback management, and identifying sales opportunities. Candidates should be self-motivated, customer-focused, entrepreneurial, and hold a Matriculation Certificate.

Provides financial advice to customers by identifying their needs, recommending suitable insurance and financial solutions, and implementing personalized financial plans. The role requires a self-motivated, entrepreneurial approach, strong customer focus, effective communication, networking, collaboration, and accountability. A bachelor’s degree or Grade 12 qualification is required.

Provides financial advice, identifies customer needs, recommends suitable financial plans, and implements solutions. Responsible for acquiring new business, expanding sales among existing customers, generating leads independently, and building trusted customer relationships. The role requires consultative selling, customer focus, regulatory compliance, financial industry experience, a valid driver’s license, and access to a vehicle.

Identify customers’ financial needs, provide sound financial advice, and recommend and implement suitable financial plans and solutions. The role seeks self-motivated individuals with an entrepreneurial spirit, strong customer focus, communication, collaboration, networking, accountability, and decision-making skills. Candidates must have a bachelor’s degree or Grade 12 qualification.