Financial Adviser
Listed on 2026-09-12
-
Sales
Account Manager, Customer Success Management, Financial Sales, Technical Sales
Advise customers on financial products and services
Conduct consultative and strategic selling
Manage customer feedback and relationships
Identify customer needs and sales opportunities
Qualify prospects and use sales data and software
Evaluate information and communicate effectively with customers
Ensure accountability and build stakeholder networks
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), and an FSCA-approved qualification will be advantageous
- A valid driver’s licence and own car
- A clear criminal and credit check
- 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
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Core Competencies
Demonstrates expertise in consultative selling and customer relationship management within the financial services sector, with a strong focus on identifying customer needs and sales opportunities. Proficient in evaluating information and utilizing sales data and software to enhance customer interactions and ensure accountability.
Highest-signal resume keywords
- Financial Services Experience
- Consultative Selling
- Customer Feedback Management
- Sales Data Management
- Long-Term Insurance Class of Business
ATS Optimization Keywords
Hard Skills
- Consultative Selling
- Sales Data Management
- Identifying Customer Needs
- Qualifying Prospects
- Evaluating Information
- Strategic Selling
- Customer Service
- Sales Software
- Long-Term Insurance Class of Business
- Regulatory Examination 5 (RE5)
Soft Skills
- Customer-Focused
- Oral Communications
- Interpersonal Savvy
- Instills Trust
- Manages Complexity
Certifications & Qualifications
- FAIS Requirements
- FSCA-Approved Qualification
Industry Keywords
- Financial Products
- Customer Relationships
- Stakeholder Networks
- Customer Understanding
- Sales Opportunities
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