Financial Wellbeing Consultant

Alexforbes; Pretoria; Hybrid; ZAR 300,000 - 420,000; Full time

Job summary

Alexforbes in Pretoria, Gauteng invites a Financial Wellbeing Consultant to drive client acquisition by selling a suite of investment products through a structured lead database and telephonic engagement. You will build strong knowledge of unit trusts, TFSAs, retirement solutions, and maintain FAIS compliance through ongoing training while working in a hybrid model.

Join a growth-focused team that rewards performance and supports professional development with bursaries, e-learning, and

Qualifications

• Client-focused requirements and strong communication skills.
• Sales experience in a call centre environment preferred.
• Knowledge of investment products and FAIS compliance guidance.

Responsibilities

• Sell investment products to clients from a structured lead database.
• Engage clients telephonically within a call centre environment.
• Build knowledge of unit trusts, TFSAs, retirement and post-retirement solutions.
• Maintain FAIS compliance through ongoing investment-related training.

Skills

Client focus

Communication

Sales experience

Education

NQF5 Wealth Management qualification (or equivalent)

RE5

Classes of Business (Investments & Long-Term Insurance)

Job description

Financial Wellbeing Consultant (AF Invest)

We are looking for a committed, client-focused Financial Wellbeing Consultant to drive client acquisition and support clients in achieving their financial goals by selling a suite of investment products through telephonic engagement, leveraging a structured lead database.

Key Focus Areas:

• Sell a suite of investment products to clients from a structured lead database
• Engage and consult with clients telephonically within a call centre environment
• Build strong knowledge of investment products (unit trusts, TFSAs, retirement and post-retirement solutions)
• Maintain FAIS compliance through ongoing investment-related training

Requirements:

• NQF 5 Wealth Management qualification (or equivalent) and RE5
• Completed Classes of Business (Investments & Long-Term Insurance)
• FSCA Fit and Proper compliant, with CPD in progress/maintained
• 2–5 years’ sales experience in a call centre environment
• Minimum 2 years advising on long-term insurance and investment products

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 we grow our talent pool.
• 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 Programme 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.