Financial Advisor

3 weeks ago

Stellenbosch, South Africa Locirite Pty Full time

Introduction Are you a results-driven Financial Advisor who's passionate about empowering clients through expert financial guidance? Our client, a respected financial services provider based in Stellenbosch, is looking for a proactive and knowledgeable Financial Advisor to join their dynamic 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: Build and nurture strong, trust‑based relationships with clients and lead providers. Conduct consultations with new employees and exiting staff as part of the company's Employee Benefits Advisory Service, offering expert, individualised financial advice. Meet regularly with clients to review their portfolios, ensuring that their financial solutions evolve alongside their goals and life stages. Policy Administration & Compliance: Collect all necessary documentation to ensure smooth and compliant policy issuance. Prepare and process quotations accurately, maintaining alignment with both client needs and company standards. Ensure all administrative tasks are handled with precision and in line with regulatory requirements. Portfolio Management: Manage and grow an assigned client portfolio through proactive relationship‑building and consistent follow‑up. Attend to policy renewals, amendments, and debit order queries promptly to ensure client satisfaction and retention. Maintain accurate, up‑to‑date records in the CRM system and Google Drive. Team & Professional Development: Participate actively in weekly sales meetings and progress updates with the Life & Investments Team. Engage in ongoing training and development opportunities to remain current with financial products, legislation, and best practices. Ad‑hoc Support: Collaborate with management and colleagues to achieve departmental goals and deliver exceptional client service. Perform additional duties as required, showcasing adaptability and a team‑focused attitude. Desired Experience & Qualification Matric Certificate (Essential) FSCA Compliant RE and NQF5 will be highly advantageous (depending on date of first appointment) Minimum 2 years' experience in financial advisory, life, or investments Proven ability to generate new business through prospecting and relationship management Excellent communication, presentation, and interpersonal skills Package & Remuneration Negotiable Package #J-18808-Ljbffr

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