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Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
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JOB PURPOSE
The Virtual Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilise extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.
RESPONSIBILITIES
Sales Opportunities Creation
Customer Needs Clarification
Sell Customer Propositions
Customer Onboarding
Performance Management
Customer Relationships Development
BEHAVIORAL COMPETENCIES
Drives Results
Communicates Effectively
Persuades
Requirements
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