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Advise customers on financial products, identify needs and sales opportunities, manage customer relationships, conduct consultative selling, and translate customer engagements into sales. The role requires financial services experience, insurance qualifications, strong communication, planning, analytical, organizational, and entrepreneurial skills, plus a valid driver’s licence and personal vehicle.

Provides financial advice and sells insurance and investment products. Identifies customer needs, qualifies prospects, manages relationships, analyzes information, and converts consultations into sales while meeting regulatory and compliance requirements.

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, relationship building, customer feedback management, sales opportunity identification, and effective customer communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and able to build trust while managing sales data and strengthening customer relationships.

Identify customers’ financial needs, provide suitable financial advice, recommend and implement tailored financial plans, procure new business, grow product and service sales among existing customers, and manage primarily 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, sales opportunity identification, customer feedback management, sales data management, and strengthening long-term customer relationships. Candidates should be self-motivated, customer-focused, entrepreneurial, and hold an NQF Level 4 or equivalent qualification.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and 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 committed to helping clients achieve their lifetime financial goals.

The MFC Salaried Financial Advisor provides customer service, analyzes solutions, monitors sales data, and develops relationships to enhance business opportunities.