Financial Wellness Advisor

Momentum; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Pretoria seeks a dedicated sales professional to attract and retain clients. In this role, you will engage with clients to provide tailored financial solutions and maintain compliance with regulatory standards. Ideal candidates should have sales experience along with a Matric qualification. This position is challenging but rewarding, offering a chance to impact clients' financial wellness.

Qualifications

• 2 - 3 years experience in a Sales / Call Centre environment.
• Experience in the insurance and / or financial services industry is advantageous.
• Driver's license and own transport are desirable.

Responsibilities

• Sell company products to generate new business.
• Provide after sales service to ensure client retention.
• Conduct affordability analysis to achieve client’s financial goals.

Skills

Sales experience

Client engagement

Financial advice

Communication

Education

Matric or equivalent NQF 4 qualification

National Senior Certificate in Finance / Business Management

Job description

A leading financial services provider in Pretoria seeks a dedicated sales professional to attract and retain clients. In this role, you will engage with clients to provide tailored financial solutions and maintain compliance with regulatory standards. Ideal candidates should have sales experience along with a Matric qualification. This position is challenging but rewarding, offering a chance to impact clients' financial wellness.