Financial Advisor

Dis-Chem Life; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading health and wellness company is seeking a skilled Financial Advisor to engage directly with customers in-store. You will provide tailored financial solutions, build trust, and achieve sales targets in a retail environment that sees thousands of potential customers daily. The ideal candidate will have a matric qualification, experience in client engagement, and strong interpersonal skills. This role offers a competitive salary plus a commission structure.

Benefits

Competitive salary

Commission structure

Access to marketing support

Opportunity for warm client interactions

Qualifications

• 2-4 years experience in an advice-giving role or retail environment.
• Proven track record in face-to-face client engagement.
• Ability to work retail hours, including weekends.

Responsibilities

• Engage with walk-in customers to identify their needs.
• Deliver compliant, needs-based financial advice.
• Build trust and long-term relationships with customers.

Skills

Interpersonal skills

Client engagement

Sales performance

Financial advisory knowledge

Education

Matric (National Senior Certificate)

RE5 + COB (Advantageous)

Post Matric qualification, Diploma or Degree in FMCG, Retail, Business

Job description

Department : Distribution – Retail ChannelReports to : Regional Team LeadLocation : Dis-Chem Stores – Nationwide

You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones.

At Dis-Chem Life, we are giving you the platform to do just that. Welcome to the frontline of protection.

At Dis-Chem Life, we are doing it differently. We are putting Financial Advisors inside the busiest health and wellness stores in South Africa. We are looking for skilled Financial Advisors nationally, to be placed in retail stores where thousands of people walk in every day, seeking care, support, and solutions. Access to real people, in real life, real moments with real needs, standing a few metres away.

And that's where you come in.

Summary of the Role

To connect with customers in-store, in real time, and provide tailored financial solutions that meet their immediate and long-term needs.

As a Dis-Chem Life Instore Financial Advisor, you'll turn everyday store visits into meaningful conversations that protect lives, build trust, and grow our business.

Key Responsibilities

• Engage directly with walk-in customers in a retail environment to identify their needs and introduce Dis-Chem Life's insurance and financial products.
• Deliver compliant, needs-based financial advice face-to-face.
• Build trust and long-term relationships with customers by demonstrating product value and relevance to their life stage.
• Consistently achieve sales targets and conversion metrics in a high-traffic retail setting.
• Maintain up-to-date product knowledge, compliance, and FSCA regulatory requirements.
• Represent Dis-Chem Life with professionalism and approachability, reinforcing our reputation for care and expertise.
• Keep accurate records of client interactions and complete all required documentation in line with compliance standards.

Benefits

• Salary, Plus rich commission structure
• You are on the floor, engaging people who are already in a mindset of looking after themselves and their loved ones.
• Built-in opportunity.
• Thousands of potential customers walk past you daily no cold calling, just warm, in-person connections.
• The retail advantage.
• Leverage the trust and footfall of South Africa's busiest health and wellness stores to accelerate the growth your client base.
• Access to marketing, product, and operational support.

Requirements

• Matric (National Senior Certificate) (Required)
• RE5 + COB (Advantageous)
• Post Matric qualification, Diploma or Degree in a relevant field (e.g., FMCG, Retail, Business, or related) (Advantageous)
• If previously registered on a License, Hold Fit & Proper status
• Minimum 2–4 year's experience in either an advice-giving role within insurance or financial services, or in a high-traffic retail environment (FMCG, automotive, or similar)
• Proven track record in face-to-face client engagement and sales performance
• Strong interpersonal and listening skills, with the ability to simplify complex financial concepts for customers
• Ability to work retail hours, including weekends and public holidays as required
• Reliable transport to and from your allocated store