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Financial Advisor

Job Category: Sales and Distribution
Job Type: Permanent

Job Purpose
Contact clients to discuss their financial goals and offer them financial services. Design debt liquidation plans which consist of the time frame and priority of payoff.

Sales and Distribution

Reporting To
Business Development Manager

Formal Qualifications

FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice published for recognised qualification by FSCA.

  • Matric
  • RE5 depending on date of first appointment
  • FAIS Qualification (will be an added advantage)
  • Computer Literate
  • Proven Sales Skills
  • Ability to work in a high intensity environment
  • Ability to meet monthly targets
  • At least a years’ work experience within sales/marketing and call centre

Working Requirements and Knowledge

  • Computer Literacy
  • MS Word (Outlook, Word, Excel, Power Point)
  • Product knowledge
  • Listening skills
  • Telephone etiquette

Key Responsibilities & Behavioral Competencies

Key Responsibilities

  • To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
  • To work in allocated key accounts and allocated markets.
  • To offer customer service to Safrican clients.
  • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
  • To update and inform customers and clients public of our new products.

Behavioural Competencies, Skills and attributes

  • Client service orientation
  • Ability to influence client decision.
  • Confident decision maker
  • Great business acumen
  • Adhering to principles and values
  • Analytical
  • Ability to cope with pressure and setbacks.
  • Exceptional interpersonal skills
  • Persuading and influencing
  • Pro-activity
  • Accuracy and attention to detail
  • Trustworthy
  • Planning and organising
  • Client service orientation

Interested individuals who meet the above requirements should submit their CV’s at

Applicants who have not been contacted within 1 week of the closing date should consider their applications unsuccessful.

Apply for this position

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