Financial Advisor - Central MMH250901-5

Metropolitan; Bloemfontein; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services company seeks a motivated individual in Bloemfontein to attract and retain clients. The ideal candidate will have a Matric/N4 qualification, fluency in English, and ideally 1-2 years' experience in the field. Responsibilities include engaging clients to identify their financial needs, selling relevant products, and ensuring compliance with regulations. Strong computer literacy is essential, and the role contributes to the company's long-term viability.

Qualifications

• Matric or N4 equivalent is required.
• Fluency in English is essential for client interactions.
• 1-2 years' experience is preferred, especially with an undergraduate degree.

Responsibilities

• Engage with prospects to understand their financial needs.
• Sell products that align with clients' requirements.
• Record client information accurately and achieve sales targets.
• Comply with all legislative and compliance requirements.

Skills

Computer literacy

Fluency in English

Education

Matric/ N4 Equivalent Qualification

Undergraduate degree (1-2 years experience preferred)

Job description

Overview

Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.