Financial Wellness Advisor

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

Job summary

A leading financial services firm in Pretoria is seeking an experienced Sales Consultant to attract and retain clients through effective sales of financial products. The ideal candidate will have 2-3 years of experience in a sales environment, along with strong communication skills and knowledge of compliance requirements. This role offers an opportunity to provide valuable financial advice and contribute to client growth.

Qualifications

• 2 - 3 years' experience in a Sales / Call Centre environment.
• 2 years' experience in the insurance and/or financial services industry.
• FAIS Compliance Requirements.
• Regulatory examination (RE) 5.

Responsibilities

• Attract, acquire and retain clients by selling company products.
• Engage with prospective clients to highlight product features.
• Provide financial advice to enhance client's financial wellness.
• Ensure compliance with regulatory requirements.
• Build and maintain client relationships.

Skills

Sales Experience

Client Relationship Management

Financial Analysis

Compliance Knowledge

Communication Skills

Education

Matric or equivalent NQF 4 qualifications

National Senior Certificate in Finance / Business Management

Job description

A leading financial services firm in Pretoria is seeking an experienced Sales Consultant to attract and retain clients through effective sales of financial products. The ideal candidate will have 2-3 years of experience in a sales environment, along with strong communication skills and knowledge of compliance requirements. This role offers an opportunity to provide valuable financial advice and contribute to client growth.