Financial Adviser providing financial services in South Africa. Responsible for consultative selling and building client relationships within the financial services sector.
Responsibilities
Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Customer Understanding
Evaluating Information
Identifying Customer Needs
Identifying Sales Opportunities
Oral Communications
Probing Questions
Qualifying Prospects
Sales Data Management
Sales Software
Strategic Selling
Strengthening Customer Relationships
Requirements
A minimum of Matric or equivalent
A minimum 12 months’ financial services experience as a Financial Adviser
A minimum of Long-term Insurance Class of Business completion.
Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
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