Financial Advisor

Responsibilities

• Customer Service:
  Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Customer Service:
  Process cases, deal with complex queries, and investigate and resolve customer problems.
• Solutions Analysis:
  Analyse specific problems and issues to find the best solutions (technical or professional).
• Receiving Visitors:
  Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM):
  Schedule follow‑up actions and enter relevant information into the CRM system after each contact to create a call plan and ensure the organization has quality data.
• Customer Needs Clarification:
  Set clear objectives for each sales call or meeting; tailor materials for decision‑makers; ask relevant questions to gather information and evaluate interest.
• Customer Relationship Development / Prospecting:
  Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with decision‑makers and influencers, enabling effective two‑way information flow.
• Operational Compliance:
  Develop knowledge and understanding of the organization's policies, procedures, and regulatory codes; obtain authorization for any exceptions from mandatory procedure.
• Business Development:
  Monitor and assess sales and market data for a specific geographic region to help management identify business opportunities.
• Sales Opportunities Creation:
  Develop a personal network, represent the organization at business sector events, obtain market intelligence, and enhance visibility and reputation.
• Data Exploration:
  Conduct research and select relevant information to analyze key themes and trends using primary data sources and business intelligence tools.
• Network of Influence:
  Demonstrate understanding of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

• Grade 12 (Matric).
• Valid driver’s licence and own car.
• FAIS compliance.
• Clear criminal and credit check.
• Minimum of 3 years working experience (preferably in sales).
• Computer literacy (MS Word, PowerPoint and Outlook).
• Excellent written and verbal communication skills.
• Presentation skills an added advantage.
• Knowledge of Building Trust, Consultative Selling, Customer‑Focused, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships.
• Competencies:
  
  Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability.
• Education:
  
  NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent.

Closing date: 30 December 2026, 23:59.