Job Description
- 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
- Expand sales of products and services with existing customers
Requirements
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
Soft Skills
- financial advice
- customer advocacy
- sales expansion
- business procurement
Certifications & Qualifications
- NQF Level 5
- Higher Certificate
- Advanced Certificate
- Occupational Certificate
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