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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative selling and customer relationship management within the financial services sector, leveraging strong analytical skills to identify customer needs and sales opportunities. Proven ability to manage sales data and utilize sales software effectively while maintaining excellent communication and interpersonal skills.
Highest-signal resume keywords
Financial Services ExperienceConsultative SellingSales Data ManagementLong-Term Insurance Class of BusinessRegulatory Examination 5 (RE5)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales SoftwareCustomer Feedback ManagementEvaluating InformationIdentifying Customer NeedsIdentifying Sales Opportunities
Soft Skills
Excellent Communication SkillsSound Planning and Organising AbilitiesEntrepreneurial MindsetGritResilience
Certifications & Qualifications
FAIS RequirementsInvestments Class of BusinessFSCA-Approved Qualification
Industry Keywords
Customer ServiceStakeholder ManagementBuilding NetworksCustomer FocusAccountability
About the role
Key responsibilities & impact- Advise customers on financial products and services
- Translate customer engagements into sales
- Identify customer needs and sales opportunities
- Conduct consultative and strategic selling
- Manage customer feedback and strengthen customer relationships
- Qualify prospects and use probing questions
- Evaluate, collate, analyse and synthesise information
- Manage sales data using sales software
- Build networks and balance stakeholder needs
- Communicate effectively and ensure accountability
Requirements
What you’ll need- 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, Regulatory Examination 5 (RE5), and an FSCA-approved qualification will be advantageous
- Valid driver’s licence and own car
- Clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales
- 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
- NQF Level 4 / Grade 12, School Leaving Certificate, National or Occupational Certificate or equivalent
Benefits
Comp & perks- Employment Equity Plan appointment consideration
- Full-time employment