Job Description

Responsibilities

  • Champion valued customers to achieve lifetime goals by identifying financial needs
  • Provide sound financial advice and implement financial plans and solutions
  • Responsible for the procurement of new business
  • Expand sales of products and services with existing customers

Requirements

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

ATS Optimization Keywords

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This feature helps candidates tailor their applications more effectively.

Soft Skills

  • customer advocacy
  • financial advising
  • sales expansion
  • business procurement

Certifications & Qualifications

  • NQF Level 5
  • Higher Certificate
  • Advanced Certificate
  • ...

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