Finance Analyst jobs in South Africa
Financial Wellness Advisor | Build Financial Security
Momentum
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Alliance International Consulting Firm
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Peace Solutions Recruitment
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Teltonika
Financial Wellness Advisor | Build Financial Security
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
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.