Financial Advisor

Dis-Chem Life; Simon's Town; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Rich commission structure

On-floor engagement opportunities

Retail advantage with high footfall

Marketing and operational support

Job summary

Dis-Chem Life is seeking instore Financial Advisors to connect with customers in South Africa's busy health and wellness stores. You’ll provide tailored financial solutions, protect lives, and build trust during everyday store visits.

You’ll work retail hours, including weekends, meet sales targets, stay compliant with FSCA regulations, and access marketing, product and operational support to grow your client base.

Qualifications

• Matric (National Senior Certificate) is required.
• Post-matric qualification in FMCG/retail/business is advantageous.
• RE5/COB certification is advantageous.

Responsibilities

• Engage directly with walk-in customers to identify needs and introduce Dis-Chem Life insurance and financial products.
• Deliver compliant, needs-based financial advice face-to-face.
• Build trust and long-term relationships by demonstrating product value.
• Consistently achieve sales targets in a high-traffic retail setting.
• Maintain up-to-date product knowledge and regulatory compliance.
• Represent Dis-Chem Life with professionalism and approachability.
• Keep accurate records of client interactions and documentation.

Skills

Face-to-face sales

Customer engagement

Listening skills

Bilingual

Education

Matric (NSC)

Diploma or Degree in relevant field

RE5 + COB advantageous

Tools

Insurance licensing checks

Job description

Department: Distribution – Retail Channel
Reports to: Regional Team Lead
Location: Dis-Chem Stores

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’re not behind a desk. 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
• Must be bilingual in one or more languages