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Advise customers on financial needs, provide consultative selling of tailored financial plans and solutions, identify and qualify prospects, manage sales data and relationships to help clients meet lifetime goals.

Sell and advise clients on short-term insurance products using consultative selling and customer-focused service. Maintain sales records, identify prospects, build relationships, and meet targets. Must hold relevant insurance qualifications, have at least two years' short-term insurance experience, a valid driver’s license, and access to a vehicle.

Sell and advise clients on short-term insurance products using consultative selling. Build trust, identify and qualify prospects, manage sales data with sales software, maintain customer relationships, and meet performance targets. Requires field visits using a vehicle.

Provides financial advice by identifying customer needs, recommending and implementing suitable financial plans, and supporting customers in achieving lifetime goals. Responsibilities include sourcing new business, expanding sales among existing customers, managing personal leads, building customer relationships, qualifying prospects, and driving consultative sales of insurance and financial products.

The Financial Adviser identifies customer needs, qualifies prospects, evaluates information, and develops sales opportunities through consultative selling. The role provides customer-focused service, manages feedback and sales data, uses sales software, builds customer relationships, communicates effectively, and strengthens stakeholder trust. A National Qualifications Framework Level 5 or equivalent certificate is required.

Advise customers on long-term insurance and financial products, identify sales opportunities, qualify prospects, manage customer feedback, and build strong client relationships. The role requires consultative and strategic selling, customer-focused communication, sales data management, a valid driver’s licence, and access to a personal vehicle. Candidates must have at least 12 months of financial adviser experience, Matric, and completed Long-term Insurance Class of Business training.

Provide tailored financial advice, identify customer needs, recommend and implement suitable financial plans, acquire new business, and expand product sales among existing customers. The role relies primarily on self-generated leads and requires consultative selling, relationship building, customer focus, prospect qualification, and sales data management.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and implement those solutions. The role emphasizes consultative and direct selling, prospect qualification, relationship building, customer service, sales opportunity identification, and managing sales data. Candidates should be self-motivated, customer-focused, communicative, and entrepreneurial. A Matriculation Certificate is required.

Provides financial advice, identifies customer needs, recommends and implements suitable financial plans, procures new business, expands product and service sales among existing customers, and manages primarily self-generated leads while building trusted customer relationships.

Advancing Financial Adviser responsible for consultative financial-services sales, identifying customer needs and opportunities, qualifying prospects, managing customer feedback, and strengthening client relationships. Requires at least 12 months of Financial Adviser experience, Long-term Insurance Class of Business completion, and preferably Investments certification, RE5, and an FSCA-approved qualification. A valid driver’s licence, personal vehicle, and successful criminal and credit checks are required.