Financial Wellness Advisor

Metropolitan; Port Shepstone; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Port Shepstone seeks a candidate to enhance the financial wellness of clients through empowerment and education. The role involves engaging clients and selling products to meet their financial needs. A minimum of 2 years' experience in sales or customer service is essential, with knowledge of the financial services industry being advantageous. A qualification in Finance or Business is also desirable, making this an excellent opportunity for motivated professionals.

Qualifications

• Minimum of 2 years' experience in a sales and/or customer service role.
• Experience in the insurance and/or financial services industry is advantageous.
• Compliance with FAIS Fit and Proper requirements is essential.

Responsibilities

• Engage with prospective clients to highlight product features.
• Sales analysis to achieve clients’ financial goals.
• Provide financial advice to enhance clients’ financial wellness.

Skills

Sales experience

Customer service

Financial advice

Compliance knowledge

Education

Matric or equivalent NQF 4 qualification

Finance or Business related tertiary qualification

Job description

A leading financial services company in Port Shepstone seeks a candidate to enhance the financial wellness of clients through empowerment and education. The role involves engaging clients and selling products to meet their financial needs. A minimum of 2 years' experience in sales or customer service is essential, with knowledge of the financial services industry being advantageous. A qualification in Finance or Business is also desirable, making this an excellent opportunity for motivated professionals.