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Provides personalized financial advice, identifies customer needs, recommends and implements suitable financial plans, and develops new business. The adviser generates leads independently, expands sales among existing customers, manages prospects, builds trusted customer relationships, and promotes insurance and financial products to help clients achieve long-term goals.

Advise customers on financial products, identify needs and sales opportunities, conduct consultative selling, manage customer relationships, and translate customer engagements into sales. The role requires financial services experience, long-term insurance knowledge, FAIS compliance, strong communication, planning, analytical, and entrepreneurial skills, plus a valid driver’s licence and personal vehicle.

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, sales opportunity identification, customer relationship building, feedback management, and maintaining sales data. Candidates should be self-motivated, customer-focused, entrepreneurial, and effective communicators.

Conduct routine customer service, prospecting, and business development activities. Clarify customer needs, identify sales opportunities, maintain accurate CRM records, handle basic inquiries, build customer relationships, and follow compliance procedures. The role involves consultative selling, qualifying prospects, managing customer feedback, recording sales-call actions, and supporting financial adviser activities through established processes.

Advise customers on financial products, identify needs and sales opportunities, manage customer relationships, and translate consultations into sales. The role requires financial services experience, long-term insurance competency, FAIS-related knowledge, strong communication, planning, analytical, computer, and consultative selling skills. A valid driver’s licence and own vehicle are required, along with clear criminal and credit checks.

Advise customers on financial products, identify needs and sales opportunities, conduct consultative selling, manage customer relationships, and convert engagements into sales. The role requires financial services experience, long-term insurance expertise, FAIS compliance, strong communication, planning, analysis, resilience, and business acumen. A valid driver’s licence and personal vehicle are required for serving customers across surrounding areas.

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, identifying sales opportunities, managing customer feedback and sales data, and operating with an entrepreneurial, customer-focused approach.

Identify customers’ financial needs, provide suitable financial advice, recommend and implement tailored financial plans, procure new business, grow product and service sales among existing customers, and manage primarily self-generated leads while building trusted customer relationships.

Develop customer relationships by identifying financial needs, providing financial advice, recommending suitable plans and solutions, and implementing those solutions. The role involves consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, sales data management, and strengthening long-term customer relationships. Candidates should be self-motivated, customer-focused, entrepreneurial, and hold an NQF Level 4 or equivalent qualification.

Provide customers with tailored financial advice, identify their financial needs, recommend and implement suitable financial plans and solutions, procure new business, expand sales with existing customers, generate and manage personal leads, and build lasting customer relationships.