Financial Advisor-Rustenburg

Momentum; Madibeng Local Municipality; Hybrid; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dynamic Financial Advisor to join their team in Rustenburg. This role involves attracting and retaining clients by providing tailored financial and investment advice. You will engage with clients to understand their financial needs and offer solutions that enhance their financial wellness. With a focus on compliance and client service, you will play a key role in contributing to the company's growth and success. If you have a passion for finance and a knack for building relationships, this is an exciting opportunity to advance your career in a supportive environment.

Qualifications

• 2-3 years experience in a Sales/Call Centre environment.
• FAIS Compliance Requirements and Regulatory examination (RE) 5.

Responsibilities

• Engage with clients to highlight product features based on needs.
• Sell products aligned with client’s financial needs.

Skills

Sales experience

Financial advice

Client relationship management

Compliance knowledge

Education

Matric or equivalent NQF 4 qualification

National Senior Certificate in Finance/Business Management

Job description

Closing Date: 2025/05/14

Reference Number: MMH250425-1

Job Title: Financial Advisor - Rustenburg

Position Type: Permanent

Role Family: Sales

Cluster: Metropolitan Life

Remote Opportunity: Some of the time

Location - Country: South Africa

Location - Province: North West

Location - Town / City: Rustenburg (Boitekong, Madibeng & Moruleng)

Introduction

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

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To assist clients with creating personalized financial and investment plans through advice according to set company standards and procedures.

Requirements

• 2 - 3 years experience in a Sales/Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• National Senior Certificate in Finance/Business Management or relevant qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Duties & Responsibilities

Internal Process

• Engage with prospective clients to highlight features and benefits of products based on their financial needs.
• Sell products aligned with client’s financial needs by conducting affordability analysis.
• Advise on tax and legal implications of products or changes.
• Accurately capture client information and sales activities in systems.
• Complete administrative and reporting requirements timely.
• Achieve targets on production, quality, and conversion.
• Adhere to compliance requirements in the sales process.
• Provide financial advice to enhance clients’ financial wellness.

Client

• Investigate client queries within service levels and ensure timely feedback.
• Escalate queries as needed.
• Provide accurate information and advice to clients and stakeholders.
• Maintain relationships with clients and stakeholders.
• Recommend improvements in client service and fair treatment.
• Participate in building a culture of excellent client service.

People

• Develop collaborative relationships with peers and stakeholders.
• Contribute to change initiatives.
• Continuously develop professional and legislative knowledge.
• Innovate and share new ideas.
• Own career development.

Finance

• Identify solutions to improve cost-effectiveness and efficiency.
• Manage resources responsibly.
• Contribute to risk management processes.

Core Competencies

• Analyzing Information
• Interacting with People
• Convincing Others
• Articulating Information
• Thinking Positively
• Meeting Deadlines