Financial Wellness Advisor

Metropolitan; Mbombela; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Mpumalanga is seeking a motivated individual to enhance the financial wellness of clients through effective sales and customer service. Candidates should have at least 2 years of experience in sales and customer service, along with a Matric or equivalent qualification. The successful candidate will engage with clients to provide tailored financial advice and maintain strong relationships. This role offers competitive benefits and opportunities for professional development.

Qualifications

• Minimum 2 years experience in sales or customer service roles.
• Experience in the insurance or financial services industry is advantageous.
• Driver's license and own transport are desirable.

Responsibilities

• Engage with prospective clients to highlight product features and benefits.
• Sell products based on clients' financial needs.
• Provide financial advice to enhance clients' financial wellness.
• Achieve production, quality, and conversion targets.

Skills

Sales experience

Customer service skills

Compliance knowledge

Financial advising

Relationship building

Education

Matric or equivalent NQF 4 qualification

Finance or Business related tertiary qualification

Job description

A leading financial services provider in Mpumalanga is seeking a motivated individual to enhance the financial wellness of clients through effective sales and customer service. Candidates should have at least 2 years of experience in sales and customer service, along with a Matric or equivalent qualification. The successful candidate will engage with clients to provide tailored financial advice and maintain strong relationships. This role offers competitive benefits and opportunities for professional development.