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Provides financial product advice to an allocated market, conducts customer inquiries and needs assessments, maintains CRM records, prospects for customers, develops relationships, identifies sales opportunities, resolves routine queries, and follows compliance procedures to achieve individual sales results.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and insurance solutions, and build lasting customer relationships through consultative and direct selling. The role suits self-motivated, entrepreneurial individuals with strong communication, customer service, prospecting, relationship-building, and sales opportunity identification skills.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, and build long-term customer relationships. The role involves consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, and maintaining sales data. Candidates should be self-motivated, customer-focused, entrepreneurial, and able to communicate effectively.

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, relationship building, customer service, sales opportunity identification, and helping customers achieve long-term financial goals.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and implement those solutions. The role requires entrepreneurial drive, consultative and direct selling, prospect qualification, sales opportunity identification, customer relationship building, and effective communication. Advisers are expected to manage customer feedback, maintain sales data, build trust, and champion customers in achieving their lifetime financial goals.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and implement those solutions. The role requires entrepreneurial motivation, consultative and direct selling, prospect qualification, sales opportunity identification, relationship building, customer service, and effective communication. Applicants must hold an NQF Level 4 qualification, Grade 12 school-leaving certificate, or equivalent.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, and build lasting customer relationships. The role emphasizes consultative and direct selling, prospect qualification, sales opportunity identification, customer service, trust building, and entrepreneurial self-motivation within an insurance business.

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, sales opportunity identification, customer relationship building, feedback management, and strong customer-focused communication. Candidates should be self-motivated, entrepreneurial, accountable, and capable of building trust while helping customers achieve their lifetime financial goals.

Supports investment planning and portfolio management across fixed income, equity, property, and foreign exchange portfolios. Conducts financial market and investment research, analyzes economic and portfolio data, monitors performance and risks, prepares reports, and assists with financial policies, compliance, data governance, and stakeholder communication.

Advancing Financial Adviser responsible for consultative selling, understanding customer needs, qualifying prospects, identifying sales opportunities, managing customer feedback and sales data, and strengthening customer relationships through effective communication and service.