Commissioned Financial Adviser

Mutual Fund

Multiple Locations
Consultative selling
Customer-focused
Direct selling
The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions

Job Summary

  • The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions.
  • Responsible for the procurement of new business and expanding sales of products and services with existing customers.
  • Work mainly on own leads within one of Africa's leading insurance companies that believes in the African opportunity and values diverse talent.

Matching Summary

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions.

Skills & Requirements

Must-have

  • Consultative Selling
  • Customer-Focused
  • Direct Selling
  • Sales Data Management
  • Strengthening Customer Relationships

Nice-to-have

  • Building Trust
  • Customer Service
  • Customer Understanding
  • Oral Communications
  • Probing Questions
  • Qualifying Prospects
  • Strategic Selling
  • Collaborates
  • Communicates Effectively
  • Drives Results

Key Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter