Financial Wellbeing Consultant

Alexforbes; Gqeberha; Hybrid; ZAR 300.000 - 420.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Wi‑Fi allowance

Wellness & Assistance Programmes

My Savings Account

Zusammenfassung

Alexforbes is seeking a passionate Financial Wellbeing Consultant to empower members of our corporate client base to make informed financial decisions and achieve long-term goals.

You will engage members face-to-face and via telephonic support, providing retirement planning guidance and personalised advice while growing client relationships and opportunities within corporate accounts.

Qualifikationen

• Matric (Grade 12) and FAIS-recognised qualification with RE5 certification are required.
• 2–3 years’ experience in the Financial Services industry.
• Sound knowledge of investments, life products and financial planning.

Aufgaben

• Deliver face-to-face financial consulting and member engagement across assigned corporate clients.
• Provide retirement, investment and financial planning guidance to members through workplace engagements and the MyMoneyMatters contact centre.
• Manage inbound and outbound member interactions, supporting retirees, leavers, joiners, and existing members.
• Convert advice opportunities and leads into new client acquisition, asset retention and contribution growth.
• Execute member engagement campaigns, financial wellness initiatives and sales projects.
• Manage and track leads, opportunities and client interactions through CRM systems.
• Build and maintain strong relationships with key stakeholders, including HR representatives within corporate accounts.

Kenntnisse

Relationship building

Communication

Sales

Stakeholder management

CRM

Financial planning knowledge

Ausbildung

Matric (Grade 12)

FAIS-recognised qualification

RE5 certification

Tools

CRM systems

Jobbeschreibung

Purpose

We are looking for a passionate and driven Financial Wellbeing Consultant to empower members within our corporate client base to make informed financial decisions and achieve their long-term financial goals.

This role combines relationship-building, financial advice and member engagement through both face-to-face consultations and telephonic support. You will play a key role in delivering financial wellness solutions, retirement planning guidance and personalised advice while creating meaningful opportunities to grow and strengthen client relationships.

Key Focus Areas:

• Deliver face-to-face financial consulting and member engagement across assigned corporate clients.
• Provide retirement, investment and financial planning guidance to members through workplace engagements and the MyMoneyMatters contact centre.
• Manage inbound and outbound member interactions, supporting retirees, leavers, joiners, and existing members.
• Convert advice opportunities and leads into new client acquisition, asset retention and contribution growth.
• Execute member engagement campaigns, financial wellness initiatives and sales projects.
• Manage and track leads, opportunities and client interactions through CRM systems.
• Build and maintain strong relationships with key stakeholders, including HR representatives within corporate accounts.
• Identify and develop new business opportunities within existing corporate client portfolios.
• Deliver financial education and promote awareness of available financial planning solutions.
• Provide holistic financial planning advice aligned to the six-step financial planning process.
• Assist clients with implementing suitable financial solutions and product recommendations.
• Resolve member queries and complaints professionally, ensuring a positive client experience.
• Collaborate with Financial Planning Consultants and internal teams to maximise member value and business growth.

Requirements:

• Matric (Grade 12)
• FAIS-recognised qualification and RE5 certification
• 2-3 years' experience in the Financial Services industry
• Sound knowledge of investments, life products and financial planning
• Understanding of corporate and individual client environments
• Strong relationship-building, stakeholder management and communication skills
• Sales-driven with a proven ability to convert opportunities into client outcomes
• Experience in retirement planning, employee benefits or financial advisory services will be advantageous
• Valid driver's license & own vehicle

Why Join Alexforbes?

As a certified Top Employer for 2026, we don't just offer jobs - we build careers!

Did you know that Alexforbes was named South African Manager of the Year at the 2026 Raging Bulls Awards?

Here are more reasons why you should join us;

Growth & Development:

• Bursary and Leadership Development Programmes to help you grow professionally.
• E-Learning Forums and continuous learning opportunities.
• Financial Planning Support tailored for staff.

Rewarding Performance:

• Total Rewards Package: Competitive short- and long-term incentives.
• Power Of One: Monetary recognition for outstanding performance.
• Lead Incentives & Referral Bonuses for helping us grow our talent pool.

Comprehensive Benefits:

• Retirement Fund Contributions starting at 13% of CTC.
• Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
• Medical & Gap Cover: 100% of CTC with Discovery/Bonitas

Work-Life Balance:

• Flexible Ways of Work: Hybrid work model to suit your lifestyle.
• Connectivity Benefit: Wi-Fi allowance.
• Employee Wellness & Assistance Programmes to support your wellbeing.
• My Savings Account to help you plan for the future.

Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.