Financial Wellness Advisor – Insurance & Investments

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

Job summary

A leading financial services provider is seeking candidates to attract and retain clients for their financial products in Soweto, Gauteng. This role requires experience in sales and effective client relationship management. The ideal candidate will have solid knowledge of the financial sector and must comply with relevant regulations. Key responsibilities include providing financial advice, assisting clients with inquiries, and achieving sales targets. An essential role for those eager to foster growth for clients and the company.

Qualifications

• 2 – 3 years experience in a Sales/Call Centre environment.
• Knowledge of financial and insurance products is advantageous.
• FAIS Compliance Requirements and Regulatory exam (RE) 5 preferred.

Responsibilities

• Attract and retain clients through effective sales strategies.
• Guide clients in making informed financial decisions.
• Provide timely feedback to client queries.

Skills

Sales experience

Client relationship management

Financial product knowledge

Communication skills

Education

Matric or equivalent NQF 4 qualification

National Senior Certificate in Finance/Business Management

Job description

A leading financial services provider is seeking candidates to attract and retain clients for their financial products in Soweto, Gauteng. This role requires experience in sales and effective client relationship management. The ideal candidate will have solid knowledge of the financial sector and must comply with relevant regulations. Key responsibilities include providing financial advice, assisting clients with inquiries, and achieving sales targets. An essential role for those eager to foster growth for clients and the company.