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Champion clients to achieve lifetime financial goals by identifying needs, providing advice, recommending and implementing tailored financial plans and solutions. Build relationships through consultative and direct selling, manage sales data, qualify prospects, and deliver excellent customer service.

Provide first-line customer service and prospecting for financial products: handle routine inquiries, maintain CRM data, follow compliance procedures, qualify leads, and support business development using scripted consultative sales approaches.

Champion customers to achieve lifetime financial goals by identifying needs, providing sound advice, recommending and implementing fit-for-purpose financial plans and solutions. Use consultative and direct selling, build trust, qualify prospects, manage sales data, and maintain strong customer relationships.

Provide frontline customer service and prospecting for financial products: handle routine inquiries, maintain CRM data, follow sales scripts, identify leads, support business development, and follow compliance procedures.

Advise customers on financial needs and create fit-for-purpose financial plans. Identify and procure new business, expand product sales with existing customers, work predominantly on own leads, and maintain customer relationships using consultative selling and sales data tools.

Provide frontline customer service and sales support: handle routine inquiries, follow multilevel sales scripts to qualify needs, maintain CRM and basic data, perform prospecting and business development support, and follow compliance procedures.

Engage prospective clients to identify financial needs, provide tailored financial advice, recommend and implement fit-for-purpose financial plans, and build strong customer relationships through consultative selling and service.

Identify clients' financial needs, provide consultative advice, recommend and implement fit-for-purpose financial plans and insurance solutions, build trust and long-term relationships, manage sales data and follow customer-focused selling processes.

Advise clients on financial needs, recommend and implement tailored financial plans and insurance solutions. Source and procure new business, expand sales with existing customers, work primarily on own leads, and maintain strong customer relationships through consultative selling and service.

Advise and sell financial products using consultative selling and customer-focused techniques. Identify needs, qualify prospects, manage sales data and feedback, strengthen customer relationships, and use sales software to track opportunities. Requires NQF Level 5 or equivalent.