Financial Advisor

Vouch SA; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A digital insurance brokerage is seeking a Financial Advisor to join their team in Johannesburg. This role involves providing personalized financial advice, building strong client relationships, and managing a book of business. The successful candidate will have a relevant qualification and at least 2 years of experience in financial advisory roles, with a passion for exceeding sales goals. This position offers a competitive salary, commission, and flexible working arrangements.

Benefits

Competitive base salary

Commission

Flexible working arrangements

Supportive work environment

Qualifications

• 2+ years of experience as a financial advisor with long-term insurance and investments.
• Completed Class of Business for relevant categories.
• Committed to highest standards of professionalism and ethics.

Responsibilities

• Provide stellar advice to clients and manage a book of business.
• Generate and convert leads to grow your book.
• Collaborate with digital team to enhance services.

Skills

Excellent communication skills

Strong relationship building

Negotiation skills

Team player

Entrepreneurial mindset

Education

FAIS recognised qualification with 120 credits

Relevant regulatory (RE) examinations

Job description

Overview

Vouch is a digital insurance brokerage that provides South Africans with the personalized advice you need, without the spam – it's not just about the lowest price! We combine technology with human advisors to offer upper-middle and affluent South African consumers transparent and personalized processes that help them understand, compare, purchase, and manage financial products.

Backed by one of SA's largest media companies, this is a well-funded early-stage venture, with a serious competitive advantage and potential for scale. This is an exciting opportunity to form part of the team building a disruptive new business.

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 verticles by offering wholistic 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.
• Collaborating 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 120 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 recognized 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 is relationship building and ability to negotiate and influence.
• Strong teamplayer.
• 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.