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Provides consultative financial advice by understanding customer needs, qualifying prospects, identifying sales opportunities, managing customer feedback and sales data, and building trusted customer relationships through effective communication and strategic selling.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and insurance solutions, and build lasting customer relationships. The role requires consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and hold a Matriculation Certificate.

Advises customers on financial products by understanding their needs, qualifying prospects, identifying sales opportunities, conducting consultative sales conversations, managing customer feedback and sales data, and strengthening long-term customer relationships.

Provides financial advisory and consultative selling services by understanding customer needs, qualifying prospects, identifying sales opportunities, managing customer feedback and sales data, and strengthening customer relationships. Requires strong customer focus, communication, stakeholder management, networking, accountability, and trust-building skills. The role requires an NQF Level 5 Higher, Advanced, or Occupational Certificate or equivalent.

Advise customers on financial products and services through consultative selling. Identify customer needs, qualify prospects, uncover sales opportunities, manage feedback and sales data, and build trusted long-term customer relationships. The role requires strong communication, customer focus, strategic selling, stakeholder management, and accountability.

Champion customers to achieve lifetime financial goals by identifying needs, giving advice, recommending and implementing fit-for-purpose financial plans and solutions. Use consultative selling, prospect qualifying, customer service, and sales software to build and strengthen customer relationships.

Advise customers on designated financial products, manage relationships and CRM data, identify and pursue sales opportunities, ensure operational compliance, conduct market research, and represent the firm at sector events to drive business development and retention.

Join Old Mutual as an aspiring Financial Adviser to identify customers' financial needs, provide tailored advice, recommend and implement financial plans, and build long-term client relationships through consultative selling and strong customer focus.

Provide financial advice to customers by identifying their needs, recommending and implementing suitable financial plans and solutions. The role focuses on acquiring new business, expanding sales with existing customers, managing primarily self-generated leads, building customer relationships, and achieving sales results. Candidates should be self-motivated, entrepreneurial, customer-focused, and skilled in consultative and direct selling.

Provide financial product advice to an allocated market, handle routine customer service and inquiries, maintain CRM and sales data, prospect and develop customer relationships, follow compliance procedures, support business development, and document follow-up actions and sales opportunities.