Financial Wellness Advisor – Client Growth Specialist

Momentum; Pretoria; On-site; ZAR 250 000 - 400 000; Full time

Job summary

A financial services firm in Pretoria is seeking a motivated individual to attract, acquire, and retain clients by selling financial products. The ideal candidate should have 2 to 3 years of experience in sales or call centers, strong relationship-building skills, and the ability to provide financial advice. You will be responsible for engaging with clients, conducting affordability analyses, and achieving sales targets. This role offers the opportunity to work in a collaborative environment focused on client satisfaction.

Qualifications

• 2 - 3 years' experience in a Sales/Call Centre environment.
• 2 years' experience in the insurance and/or financial services industry.

Responsibilities

• Engage with prospective clients to highlight features and benefits.
• Sell products based on clients’ financial needs.
• Provide financial advice to enhance client’s financial wellness.

Skills

Sales experience

Client relationship management

Financial advisory

Education

Matric or equivalent NQF 4 qualifications

National Senior Certificate in Finance/ Business Management

Job description

A financial services firm in Pretoria is seeking a motivated individual to attract, acquire, and retain clients by selling financial products. The ideal candidate should have 2 to 3 years of experience in sales or call centers, strong relationship-building skills, and the ability to provide financial advice. You will be responsible for engaging with clients, conducting affordability analyses, and achieving sales targets. This role offers the opportunity to work in a collaborative environment focused on client satisfaction.