Commissioned Financial Adviser assisting customers in achieving financial goals by providing advice and solutions. Expanding sales of financial products and engaging with existing customers.
Responsibilities
Championing our valued customers to achieve their lifetime goals
Identifying financial needs
Providing sound financial advice
Recommending and implementing financial plans and solutions
Responsible for the procurement of new business
Expand sales of products and services with existing customers
Work mainly on own leads
Requirements
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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