About the role

  • Financial Adviser advising clients on financial planning while building customer relationships. Focused on identifying customer needs and sales opportunities.

Responsibilities

  • Advise clients on financial planning
  • Build and manage client relationships
  • Identify sales opportunities and customer needs

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
  • Consultative Selling
  • Customer Feedback Management
  • Customer-Focused
  • Customer Service
  • Oral Communications
  • Sales Software

Benefits

  • Health insurance
  • Retirement plans
  • Professional development

Job title

Financial Adviser

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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