Strategic Financial Advisor for Wealth & Compliance

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

Job summary

A financial services company seeks a motivated individual to attract and retain clients by selling products that meet their financial wellness needs. Responsibilities include engaging clients, providing tailored financial advice, and ensuring compliance with regulations. Ideal candidates should have proven sales experience, strong communication skills, and relevant qualifications. This role offers opportunities for professional development in a collaborative environment.

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

• Engage with prospective clients to highlight product features.
• Sell products aligned with client’s financial needs.
• Provide financial advice to enhance client’s financial wellness.
• Manage client queries and provide timely feedback.

Skills

Sales experience

Client relationship management

Communication skills

Problem-solving

Adaptability

Education

National Senior Certificate

NQF 4 qualification

Job description

A financial services company seeks a motivated individual to attract and retain clients by selling products that meet their financial wellness needs. Responsibilities include engaging clients, providing tailored financial advice, and ensuring compliance with regulations. Ideal candidates should have proven sales experience, strong communication skills, and relevant qualifications. This role offers opportunities for professional development in a collaborative environment.