Commissioned Financial Adviser

Mutual Fund

Pretoria, , South Africa
Consultative selling
Customer-focused
Identifying sales opportunities
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.

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
  • Identifying Sales Opportunities
  • Sales Data Management
  • Strengthening Customer Relationships

Nice-to-have

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

Key Requirements

  • Matriculation Certificate (Matric)
  • Appointment from designated group in line with Employment Equity Plan

Work Rights

Not specified

Tailored Resume

Cover Letter