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Advise and support customers through consultative financial selling. Identify customer needs, qualify prospects, evaluate information, uncover sales opportunities, manage feedback and sales data, and strengthen customer relationships through effective communication and service.

Advise customers on financial products through consultative selling, identify customer needs and sales opportunities, qualify prospects, manage customer feedback and sales data, and build strong customer relationships. The role requires effective communication, customer focus, stakeholder management, accountability, and an NQF Level 5 or equivalent qualification.

Develop customer relationships by identifying financial needs, providing sound financial advice, recommending suitable financial plans, and implementing tailored insurance and financial solutions. The role involves consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, and strengthening long-term relationships. Candidates should be self-motivated, customer-focused, entrepreneurial, and effective communicators.

Build and manage customer relationships through consultative and strategic selling. Identify customer needs and sales opportunities, qualify prospects, use probing questions, manage customer feedback, maintain sales data, and strengthen client trust while delivering customer-focused financial advisory services.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, acquire new business, expand sales with existing customers, and manage 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, opportunity identification, customer feedback management, sales data management, and strengthening long-term customer relationships. Candidates should be self-motivated, customer-focused, entrepreneurial, and hold a Grade 12, NQF Level 4, or equivalent qualification.

Sells financial products and services through consultative selling, customer needs assessment, prospect qualification, relationship building, and identification of sales opportunities. The role manages customer feedback, uses sales data and software, communicates effectively, and strengthens customer relationships while maintaining accountability and customer focus.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and support implementation. The role involves consultative and direct selling, prospect qualification, identifying sales opportunities, managing customer feedback and sales data, building trust, and strengthening long-term customer relationships. Candidates should demonstrate an entrepreneurial spirit, strong communication, customer focus, accountability, and the ability to build networks.

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, qualifying prospects, identifying sales opportunities, managing customer feedback and sales data, and championing customers in achieving their financial goals.

Build customer relationships, identify financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and support customers in achieving their long-term goals. The role requires consultative selling, prospect qualification, customer service, sales opportunity identification, and effective communication. Candidates should have an entrepreneurial mindset, customer focus, and a Grade 12 or equivalent NQF Level 4 qualification.