Financial Advisor - Western Cape (Worcester & Stellenbosch)

Metropolitan; Stellenbosch; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A financial services company is seeking a Financial Advisor in Western Cape to acquire and retain clients through effective sales strategies. This role involves understanding clients' financial needs and ensuring compliance with regulations. Ideal candidates should have relevant experience and strong computer skills. Profitability and client satisfaction are key goals in this dynamic environment.

Qualifications

• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Achieve targets related to production, quality and conversion.

Skills

Strong computer literacy skills

Fluency in English

Education

Matric / N4 Equivalent Qualification

Undergraduate degree

Job description

Overview

Job title: Financial Advisor - Western Cape (Worcester & Stellenbosch)

Job Location: Western Cape, Stellenbosch

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.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English

Duties & 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.

Competencies

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time.
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
• Manage relationships well.
• Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
• Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy)
• Sales / Retail / Business Development jobs