Financial Advisor

Purpose of the Role:To wow our customers at every interaction by building genuine trust and delivering exceptional client engagements. The Financial Advisor (Activations) provides exceptional client value through advanced financial advice that blends deep technical expertise with an innovative, high-volume, relationship-first approach. Operating at the forefront of a new advisory model powered by the Dis-Chem Life ecosystem, you will educate, inspire, and empower customers across diverse markets by offering tailored life and risk protection products that are accessible and valuable to all, not just those who can afford them. This role delivers measurable impact on financial literacy, protection, and long-term security by transforming financial advice into an inclusive, empowering experience that makes protection understandable, relatable, and genuinely impactful across South Africa’s diverse communities.Role Summary:This is not traditional financial advising this is financial advising reimagined. Our Financial Advisor (Activations) are seasoned professionals who combine the discipline of regulatory excellence with the agility of modern sales engagement. You will have access to:Exclusive lead pipelines from Dis-Chem employees, suppliers, warehouses, and customer baseCutting-edge tech tools, including a seven-minute sign-up process and integrated underwritingNational roadshow access, placing you in front of ready-to-engage audiencesYou will move seamlessly between mass market and high-net-worth conversations, adapt to diverse LSMs, and command rooms with authority, speaking to groups of employees, suppliers, or potential customers. This is high-trust, high-volume, high-impact advisory work.Benefits:Salaried position plus rich commission structure, competitive earnings with no cap for top performersExclusive access to the Dis-Chem Life ecosystem, leads, data, and networks ready for conversionTech-enabled client onboarding and underwriting to reduce admin and accelerate resultsPlatform to deliver financial literacy education at scaleFully supported marketing, events, and engagement opportunitiesNational travel and high-profile speaking opportunities to position you as a thought leaderPerformance recognition and career advancement opportunitiesKey Responsibilities:Deliver tailored financial advice across life risk, and mass market product linesApply advanced sales techniques including sales funnel management, consultative selling, objection handling, and closing strategiesHost group presentations and public speaking engagements for employees, customers, and suppliersBuild rapid rapport and trust with diverse audience types, from mass market to C-suiteLeverage Dis-Chem Life’s lead channels and customer networks to drive consistent acquisitionMaintain fit and proper status and ensure all COB/CPD requirements are currentTravel nationally for roadshows, activations, and client engagementsTranslate complex financial concepts into simple, relatable solutionsCollaborate with the distribution team to innovate client acquisition and education strategiesConsistently meet and exceed prescribed KPI, sales, and compliance standardsContribute to Dis-Chem Life’s reputation as a customer-first, high-integrity financial services providerSoft Skills:Highly confident, self-driven, and commercially astuteExtroverted with strong public speaking presenceCompassionate, empathetic, and culturally aware in client interactionsProactive opportunity-seeker with exceptional adaptabilityHigh energy, resilient, and comfortable with frequent changeCollaborative team player who thrives in a high-performance cultureTechnical Skills:Strong knowledge of life risk products and mass market solutionsExpertise in selling methodologies, sales funnel optimisation, lead qualification, closing skills, and trust-building at scaleProficiency in lead conversion strategies for high-volume and diverse market segmentsSkilled in delivering financial literacy education to varied audiencesComfortable engaging across multiple LSM levels, from entry-level earners to executivesExperience:Minimum 2–3 years as a licensed Financial AdvisorProven success in both individual life risk products as well as mass market product linesTrack record of building and maintaining a profitable client bookDemonstrated ability to deliver impactful group presentations and public engagementsRequirements and Qualifications RE5 certifiedFully licensed and not under supervisionRecognised FSCA-approved qualificationMatric or equivalentFit and Proper status maintained at all timesCOB/CPD requirements fully up to dateMultilingual preferred: Zulu, English, and AfrikaansRepresentative of South Africa’s demographic diversityOwn reliable transport (for national travel)