Financial Advisor - Cape Interior

Job Description

Financial Advisor Cape Interior in Paarl – full-time

Our client based in Cape Town is looking for qualified and non-qualified Financial Advisors to join their well-established team. Requirements : Matric (Grade 12); Own reliable vehicle; RE5 Certificate (advantage); CPD Hours (advantage); NQF5 Wealth Management (advantage).

Competencies : Self-driven and target-oriented; Outspoken and outgoing personality; Customer service oriented; Good communication skills; Own vehicle with valid driver's license; Own laptop.

Job Description – Stellenbosch

Are you a results-driven Financial Advisor who is passionate about empowering clients through expert financial guidance? We are looking for a proactive and knowledgeable Financial Advisor to join our dynamic Stellenbosch team. In this role, you\'ll play a pivotal part in building and maintaining lasting client relationships, offering tailored financial advice, and driving business growth through meaningful engagement and strategic prospecting. If you thrive in a performance-oriented environment and take pride in making a tangible difference in clients\' lives — this opportunity is for you.

Duties & Responsibilities

Business Development & Prospecting

• Drive new business growth through proactive cold calling, lead follow-ups, and cross-selling opportunities.
• Conduct daily telephone consultations, providing professional and engaging advice to prospective clients.
• Identify and pursue opportunities to up-sell and cross-sell products, ensuring clients receive comprehensive and well-rounded financial solutions.

Client Relationship Management

Policy Administration & Compliance

Team & Professional Development

Ad-hoc Support

Desired Experience & Qualification :

Should you wish to apply, kindly send your CV directly on email to .

Due to CV application volumes, please note that if you have not been contacted within 5 working days, your application has been unsuccessful.

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Stellenbosch, Western Cape

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Job Description

Company Overview

Beech Financial Solutions is The Top Franchise of a Well-established Insurance Brand.

We have an amazing opportunity for vibrant, energetic and ambitious individuals to join our team.

This is an office-based role and our offices are based in Brackenfell, Cape Town, 7560

Role Overview

The ideal candidate will deliver personalized sound financial solutions to help clients work toward their long-term financial goals and plan for the unforeseen. They should be comfortable in selling financial products and services to clients, proudly represent the Brand and deliver an unforgettable customer experience.

Qualifications

Matric / Grade 12 - Non negotiable

RE5 or Tertiary qualification in Finance / Insurance - Advantageous

Years of Sales experience

Experience within the Financial Sector - Advantageous

Strong understanding of the investment business

Proven experience in sales and customer service

Self-motivated and goal-orientated

This role is commission based with uncapped commission and HIGH earning potential.

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