Aspiring Financial Advisor (Umhlanga, Phoenix, Avoca, KwaMashu and Surrounds)

SUMMARY:
Aspiring Financial Advisor (Umhlanga, Phoenix, Avoca, KwaMashu and Surrounds)

POSITION INFO:

We are seeking Aspiring Financial Advisors to join our dynamic team. This role requires individuals who can thrive both independently and within a team environment, consistently delivering business in line with company targets.

Key Responsibilities

• Source and manage lead generation opportunities to maintain a strong income pipeline.

• Conduct comprehensive needs analyses to provide professional, advice-led solutions.

• Maintain and update the Lead Generation Matrix weekly.

• Stay informed on product developments and competitor offerings.

• Ensure compliance with FAIS codes of conduct, insurance regulations, and ethical standards.

• Deliver against agreed performance metrics and KPIs.

• Uphold professional appearance and conduct at all times.

Competencies

• Prospecting and pipeline management expertise

• Strong relationship-building and networking skills.

• Excellent communication (verbal & written)

• Trustworthy, client-centric, and results-driven

• Skilled in outbound sales/cold calling

• Resilient, adaptable, and entrepreneurial mindset

• Negotiation and retail sales skills

• Risk awareness and attention to detail

Experience & Qualifications

• Matric/Grade 12

• 2–3 years’ proven experience in face-to-face external sales

• Proficiency in MS Office (Excel, Word, PowerPoint) and calendar management

• Active social media presence for networking purposes

• Own reliable vehicle and valid driver’s license