Top Tech Jobs & Startup Jobs

Provide customer service, clarify financial needs, manage CRM data, prospect for potential customers, develop customer relationships, identify sales opportunities, support business development, and follow regulatory and internal compliance procedures. The role includes handling routine inquiries, maintaining accurate customer records, documenting follow-ups, and contributing to professional networks.

Identifies customers’ financial needs, provides sound financial advice, recommends suitable financial plans and solutions, and supports implementation. The role focuses on consultative and direct selling, prospect qualification, relationship building, customer service, sales opportunity identification, and helping clients achieve long-term financial goals. Candidates should be self-motivated, entrepreneurial, customer-focused, and effective communicators.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and insurance solutions, and implement those solutions. The role involves consultative and direct selling, prospect qualification, relationship building, customer feedback management, sales opportunity identification, and maintaining sales data. Candidates should demonstrate strong communication, customer focus, accountability, networking, collaboration, and an entrepreneurial mindset.

Provides routine customer service, clarifies customer needs, maintains CRM records, prospects for new customers, develops relationships, identifies sales opportunities, supports business development, and follows operational and regulatory compliance procedures. The role also requires accurate data entry, effective communication, consultative selling, and customer-focused relationship management.

Advise clients on financial products, identify customer needs and sales opportunities, conduct consultative selling, manage customer feedback and sales data, and build long-term customer relationships. The role requires financial services experience, insurance qualifications, FAIS-related credentials, a valid driver’s licence, and personal transportation.

Engage prospective clients to identify financial needs, provide tailored financial advice, recommend and implement suitable insurance and financial plans, build and maintain customer relationships, and pursue sales opportunities through consultative selling and customer-focused service.

Identify clients' financial needs, provide tailored financial advice and plans, recommend and implement suitable insurance and investment solutions, build and maintain client relationships, and drive consultative direct sales activities.

Advise clients on financial products, identify customer needs and sales opportunities, qualify prospects, conduct consultative selling, manage customer feedback and sales data, and build strong customer relationships. The role requires financial services experience, long-term insurance expertise, FAIS compliance, a valid driver’s licence, and access to a personal vehicle.

Advises customers on financial products, identifies sales opportunities, and translates customer needs into suitable solutions. The role requires managing customer relationships, qualifying prospects, handling feedback, maintaining sales data, and communicating effectively. Candidates must have at least 12 months of financial adviser experience, long-term insurance training, Matric, a driver’s licence, and their own car. Additional FAIS qualifications, investments training, and RE5 are advantageous.

Provides personalized financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing them. The adviser is responsible for generating new business, expanding sales among existing customers, managing primarily self-generated leads, and building trusted customer relationships through consultative and direct selling. The role requires strong communication, customer focus, prospect qualification, sales opportunity identification, and accountability for results.