Financial Advisor

Vouch; Gauteng; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A dynamic financial advisory firm in Gauteng is looking for an experienced Financial Advisor to provide exceptional advice to clients and manage a substantial book of business. The successful candidate will have a strong background in insurance, excellent communication skills, and a desire to thrive in a fast-paced digital environment. This role offers a competitive salary, commission, flexible working arrangements, and an opportunity to influence the company's growth and success significantly.

Benefits

Competitive base salary

Commission

Benefits

Flexible working arrangements

Supportive work environment

Qualifications

• 2+ years of experience as a financial advisor in long/short-term insurance.
• Professional with a commitment to high standards of ethics and compliance.
• Experience in the financial services industry.

Responsibilities

• Provide advice to clients and manage a book of business.
• Generate leads and upsell products through personalized financial advice.
• Collaborate with the digital team to enhance services and tools.

Skills

Excellent communication skills

Relationship building

Negotiation and influence

Ability to exceed sales goals

Team player

Education

FAIS recognised qualification

Completed regulatory examinations

Class of Business for relevant categories

Job description

ABOUT THE ROLE

At Vouch, our business is advice.

Our team of Financial Advisors serve as trusted partners to our clients – we provide personalized insurance advice and always have our client's best interest in mind.

The successful candidate should have a strong track record as a financial advisor, excellent communication skills, and the ability to thrive in a fast‑paced digital environment.

We will provide our advisors with a strong marketing capability and pool of leads, the tools they need to convert leads through a seamless sales experience, access to a portfolio of products from leading insurers, recommendations and tools to help advisors provide personalized advice, and a platform to manage business and relationships, digitally.

WHAT YOU'LL BE DOING

• Provide stellar advice to clients, build and maintain strong client relationships, and manage a book of business.
• Generate and convert leads through your own network and allocated leads to grow your book of business.
• Upsell and cross‑sell products through various verticals by offering holistic financial advice.
• Build and maintain strong client relationships – our promise is that we'll handle the hard stuff for you.
• This means the highest level of attention and care for client experience is critical.
• Collaborate with our digital team to enhance our online services and tools.
• Build relationships with financial services partners to ensure that advisors are up to date on the latest tools and training for our portfolio of products.
• Ensure compliance with regulatory requirements and industry standards.
• Provide input to financial education content and tools.

WHAT WE ARE LOOKING FOR

• Relevant qualification and 2+ years of experience as a financial advisor, including long‑term insurance and investments and/or short‑term insurance products.
• Completed FAIS recognised qualification with credits.
• Highly motivated and target‑oriented, with a passion for achieving and exceeding sales goals.
• Relevant regulatory (RE) examinations completed.
• Completed Class of Business for relevant categories.
• FAIS "fit and proper" based on DOFA date.
• Completed the recognised FSCA supervision period and signed off by KI.
• Committed to maintaining the highest standards of professionalism, ethics, and compliance.
• Professional individual with excellent written and verbal communication skills.
• Experience in relationship building and ability to negotiate and influence.
• Strong team player.
• Good understanding and experience in the financial services industry.
• Entrepreneurial mindset and experience in client service and business development would be an advantage.

WHAT YOU CAN EXPECT

Competitive base salary, commission, and benefits.

This role is based in Gauteng, with flexible working arrangements.

A supportive and inclusive work environment.

Opportunity to be a part of a startup from the ground up and make a significant impact on its success.