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Financial Advisor - Peninsula
MetropolitanBellville, ZA4 days ago
Job descriptionAttract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Matric / N4 Equivalent Qualification. FAIS requirements based on DOFA date Relevant regulatory examinations if you are already working in the financial services industry. 1 - 2 years’ experience for individuals with undergraduate degree (preferred) 2 - 3 years in a Sales environment Strong computer literacy skills Fluency in English Engage with prospect clients to understand their financial needs. Sell products that align with the clients’ financial requirements. Accurately record client information and sales details Achieve targets related to production, quality and conversion. Comply with legislative regulations and adhere to all compliance requirements. Verbally fluent Numerical reasoning ability Be able to plan and manage their time. Self-reliant Be resilient (drive, determination, risk tolerance, bounce back after setbacks) Manage relationships well. Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent). Be entrepreneurial (set ambitious, targets, self-reliant, financial prosperity in high-risk environment, autonomy) Sales / Retail / Business Development jobs
Job title : Financial Advisor - Peninsula
Job Location : Western Cape, Bellville
Deadline : October 25, 2025
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Financial Advisor • Bellville, ZA
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