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Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and build lasting customer relationships. The role involves consultative and direct selling, prospect qualification, identifying sales opportunities, customer service, sales data management, and entrepreneurial self-motivation.

Advances financial advisory sales by identifying customer needs, qualifying prospects, managing feedback, building relationships, and converting consultations into sales. The role requires financial services experience, long-term insurance knowledge, FAIS compliance, strong communication, customer focus, planning, business acumen, and resilience. A valid driver’s licence, own vehicle, clear criminal and credit checks, and computer literacy are required.

Provides financial advice and sells insurance and investment products. Identifies customer needs, qualifies prospects, manages relationships, analyzes information, and converts consultations into sales while meeting regulatory and compliance requirements.

Provides tailored financial advice, identifies customer needs, recommends and implements suitable financial plans, acquires new business, expands sales to existing customers, and manages self-generated leads while building strong customer relationships.

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, relationship building, customer feedback management, sales opportunity identification, and effective customer communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and able to build trust while managing sales data and strengthening customer relationships.

Advancing Financial Adviser responsible for providing financial advice, identifying customer needs and sales opportunities, building customer relationships, and achieving consultative sales outcomes. The role requires financial services experience, long-term insurance knowledge, strong communication and organizational skills, customer-focused selling abilities, computer literacy, a valid driver’s license, and access to a personal vehicle. Candidates must pass criminal and credit checks and demonstrate resilience, business acumen, and entrepreneurial drive.

Provides financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing them. Generates new business through personal leads, expands product and service sales among existing customers, and builds long-term customer relationships. The role requires consultative selling, prospect qualification, customer service, effective communication, accountability, and an entrepreneurial, results-oriented approach.

Advise customers on financial products, identify sales opportunities, manage customer feedback and relationships, and translate customer needs into sales. The role requires financial services experience, long-term insurance qualification, FAIS compliance, strong communication, planning, analytical, and consultative selling skills. Applicants must have a valid driver’s licence, own vehicle, and pass criminal and credit checks.

Provides financial advice and consultative sales to customers, identifies needs and opportunities, builds trusted relationships, manages feedback, and converts engagements into sales. Requires financial services experience, long-term insurance knowledge, regulatory compliance, strong communication, planning, analysis, resilience, and entrepreneurial ability. The role covers Newcastle, Vryheid, and surrounding areas and requires a driver’s licence and personal vehicle.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, develop customer relationships, identify sales opportunities, qualify prospects, and support customers in achieving their lifetime goals.