Financial Wellness Advisor | Build Financial Security

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

Job summary

A leading financial services provider in Pietermaritzburg is looking for a sales-oriented advisor to engage with clients, provide financial advice, and enhance financial wellness. This role requires sales experience, adherence to compliance, and a keen ability to build client relationships. Applicants should possess a matric qualification, with further finance education being advantageous. Competitive compensation and opportunities for professional growth are offered.

Qualifications

• 2 years' experience in a sales and/or customer service role.
• 2 years' experience in the insurance and/or financial services industry (advantageous).
• Compliance with FAIS Fit and Proper requirements.

Responsibilities

• Engage with prospective clients to highlight product benefits.
• Sell products based on clients' financial needs.
• Accurately capture client information and complete administrative tasks.

Skills

Sales and customer service experience

Financial advice knowledge

Client relationship management

Analytical skills

Education

Matric or equivalent NQF 4 qualification

Finance or Business related tertiary qualification

Job description

A leading financial services provider in Pietermaritzburg is looking for a sales-oriented advisor to engage with clients, provide financial advice, and enhance financial wellness. This role requires sales experience, adherence to compliance, and a keen ability to build client relationships. Applicants should possess a matric qualification, with further finance education being advantageous. Competitive compensation and opportunities for professional growth are offered.