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Procure new business, expand sales with existing customers, identify customer financial needs, provide sound financial advice, and recommend and implement suitable financial plans and insurance solutions. The adviser primarily generates and manages their own leads while building customer trust, relationships, and long-term financial outcomes.

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 development, feedback management, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and able to build trust and networks while maintaining accountability.

Acquire new business, expand sales with existing customers, and provide tailored financial advice and fit-for-purpose financial plans. The adviser identifies customer needs, develops trusted relationships, recommends suitable insurance and financial solutions, implements plans, manages sales data, and works primarily from self-generated leads. The role requires consultative selling, customer focus, strong communication, prospect qualification, and an entrepreneurial, results-oriented approach.

Provides financial advice to customers by identifying their needs, recommending and implementing suitable financial plans, and supporting lifetime financial goals. The adviser is responsible for acquiring new business, expanding product and service sales among existing customers, managing primarily self-generated leads, and building strong customer relationships through consultative and direct selling.

Advise customers on financial products, identify needs and sales opportunities, manage customer relationships, and convert consultations into sales. The role requires financial services experience, long-term insurance knowledge, FAIS compliance, strong communication, analytical and organizational skills, entrepreneurial drive, and a valid driver’s licence with access to a vehicle.

Identify customers’ financial needs, provide sound financial advice, and recommend and implement suitable financial plans and insurance solutions. The role requires entrepreneurial drive, consultative selling, prospect qualification, relationship building, customer service, and effective communication. Candidates need a Grade 12 or equivalent NQF Level 4 qualification.

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.