Impactful Financial Wellness Advisor

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

Job summary

A leading financial services company in Orkney seeks a Sales Advisor to attract, acquire, and retain clients while selling products. This role requires 2-3 years of sales experience, with an advantage for those in the insurance or financial services sectors. The successful candidate will also provide financial advice and ensure compliance with relevant regulations, all while building strong client relationships.

Qualifications

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

Responsibilities

• Engage with prospective clients to highlight product features and benefits.
• Sell products based on clients' financial needs.
• Provide financial advice and adhere to compliance requirements.

Skills

Sales experience

Client relationship management

Financial advice

Problem-solving

Education

Matric or equivalent NQF 4 qualification

National Senior Certificate in Finance/ Business Management

Job description

A leading financial services company in Orkney seeks a Sales Advisor to attract, acquire, and retain clients while selling products. This role requires 2-3 years of sales experience, with an advantage for those in the insurance or financial services sectors. The successful candidate will also provide financial advice and ensure compliance with relevant regulations, all while building strong client relationships.