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Provides financial advice by identifying customers’ financial needs, recommending suitable financial plans and solutions, and supporting implementation. The role involves prospecting, consultative and direct selling, qualifying opportunities, managing customer feedback and sales data, building trust, and strengthening customer relationships. Candidates should be self-motivated, customer-focused, entrepreneurial, and effective communicators.

Advances financial advisory sales by understanding customer needs, qualifying prospects, identifying sales opportunities, managing customer feedback, and building trusted relationships. The role requires consultative and strategic selling, effective communication, customer focus, information evaluation, sales data management, and stakeholder management. A NQF Level 5 higher, advanced, or occupational certificate, or equivalent, is required.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and insurance solutions, and build lasting customer relationships. The role requires consultative and direct selling, prospect qualification, opportunity identification, customer service, trust building, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and accountable.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, and build long-term customer relationships. The role emphasizes consultative and direct selling, prospect qualification, identifying sales opportunities, customer service, trust building, sales data management, and entrepreneurial initiative. Applicants need an NQF Level 5 qualification or an equivalent higher, advanced, or occupational certificate.

Identify customers’ financial needs, provide sound financial advice, recommend fit-for-purpose financial plans, and implement solutions that support customers’ lifetime goals. The role requires entrepreneurial drive, consultative and direct selling, prospect qualification, relationship building, customer service, and effective communication within an insurance environment.

As a Financial Adviser, you'll provide tailored financial advice, build customer relationships, analyze solutions, and drive business growth through sales while ensuring compliance and excellent customer service.

Provide financial advice to clients, focusing on customer service, relationship management, and business development to achieve sales targets.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and implement those solutions. The role requires consultative and direct selling, prospect qualification, opportunity identification, customer relationship building, trust development, feedback management, and effective communication. Successful candidates should demonstrate an entrepreneurial spirit, strong customer focus, accountability, collaboration, and the ability to build networks while helping customers achieve their long-term financial goals.

The OMF Financial Consultant will provide customer service and sales support, manage customer relationships, and develop business opportunities while ensuring compliance with standards.

Advise customers on financial products, identify needs and sales opportunities, conduct consultative selling, manage customer feedback, build relationships, and convert engagements into sales. The role requires financial services experience, long-term insurance knowledge, FAIS compliance, customer-focused communication, planning, analysis, and business acumen. A valid driver’s licence and own vehicle are required for work in Mthatha and surrounding areas.