Financial Advisor

4 days ago

Stellenbosch, Western Cape, South Africa Mont Blanc Financial Services Full time

Are you a results-driven Financial Advisor who's 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

  • 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

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 with 5 working days, your application has been unsuccessful.

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