Advancing Financial Adviser – Upington/Groblersdal

About the role

We are looking for an Advancing Financial Adviser to join our team in Groblersdal. The role focuses on delivering high‑quality financial advice, supporting customers through the sales process and ensuring compliance with regulatory standards.

Key responsibilities

• Provide standard customer service and handle routine inquiries.
• Assess compliance with established standards for routine queries.
• Receive and assist visitors, referring complex matters to senior colleagues.
• Maintain accurate customer data in the CRM system and record follow‑up actions.
• Interview customers using a multilevel sales script to clarify their needs.
• Prospect and develop relationships with allocated potential customers via phone or in‑person visits.
• Resolve customer queries and complaints as the first point of contact.
• Follow mandatory procedures to meet quality and regulatory requirements.
• Support business development tasks and assist colleagues following established processes.
• Identify sales opportunities through referrals and recommendations.
• Enter and manage data in spreadsheets or standard formats.

Required profile

• Minimum NQF Level 5 – Higher, Advanced or Occupational Certificate (or equivalent).
• Strong customer‑focused attitude with good communication skills.
• Ability to work independently while adhering to compliance and quality standards.
• Willingness to build networks both inside and outside the organisation.

Required skills

• Consultative selling
• Customer relationship management
• Sales data management
• Use of sales software

What we offer

• Full‑time permanent position within a leading African financial services group.
• Opportunities for professional development and career progression.
• Supportive work environment that values diversity and inclusion.