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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. The role requires customer-focused communication, strategic selling, stakeholder management, networking, accountability, and trust-building. A relevant NQF Level 5 or equivalent qualification is required.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, procure new business, expand sales to existing customers, and manage self-generated leads while building strong customer relationships.

Provides customers with financial advice, identifies their financial needs, recommends and implements suitable financial plans and solutions, procures new business, expands sales with existing customers, and manages primarily self-generated leads.

Advancing Financial Adviser responsible for consultative selling, identifying customer needs, qualifying prospects, managing customer feedback, identifying sales opportunities, and strengthening customer relationships. The role requires effective communication, customer focus, stakeholder management, and strategic selling skills, along with an NQF Level 5 or equivalent qualification.

Provides financial advice to customers by identifying their needs, recommending and implementing suitable financial plans and solutions. The adviser procures new business, expands product and service sales among existing customers, generates and manages personal leads, builds trusted customer relationships, and drives results through consultative and direct selling.

Sell Old Mutual insurance and financial products by identifying customer needs, providing consultative financial advice, recommending and implementing tailored financial plans, acquiring new business, and growing sales with existing clients while working primarily from own leads.

Handles inbound and outbound sales calls, guides customers through short-term insurance products, prepares quotations, manages leads, closes sales, captures customer data, sends policy documents, and meets sales, conversion, quality, and productivity targets while working scheduled shifts.

Provides financial advice by identifying customer needs, recommending and implementing suitable financial plans, and supporting customers in achieving lifetime goals. Responsibilities include sourcing new business, expanding sales among existing customers, managing personal leads, building customer relationships, qualifying prospects, and driving consultative sales of insurance and financial products.

The Financial Adviser identifies customer needs, qualifies prospects, evaluates information, and develops sales opportunities through consultative selling. The role provides customer-focused service, manages feedback and sales data, uses sales software, builds customer relationships, communicates effectively, and strengthens stakeholder trust. A National Qualifications Framework Level 5 or equivalent certificate is required.

Identify customers’ financial needs, provide sound financial advice, and recommend and implement suitable financial plans and insurance solutions. The role requires a self-motivated, entrepreneurial individual focused on customer outcomes, relationship building, communication, accountability, and helping clients achieve lifetime financial goals.