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Zeal HR

Salaried Financial Advisor

Zeal HR

  • Undisclosed
  • Permanent Intermediate position
  • Kenilworth
  • Posted 22 Apr 2025 by Zeal HR
  • Expires in 31 days
  • Job 2603104 - Ref JOBJACK
Apply Now

About the position

Zeal HR and JobJack have partnered to find the best Financial Advisor for our financial client in Kenilworth, Cape Town.

  • Permanent
  • 8 hrs p/day
  • Work schedule: Weekdays
  • Start date: ASAP

Job Description
This is a summary of what the job involves to help you decide if you are a good fit.

We are looking for a Salaried Financial Advisor to join our team! As a Sales Advisor, you will provide advice and sell on a specific range of products to a specific allocated market and are individually accountable for achieving results through your own efforts. Success is measured by meeting sales targets and delivering exceptional customer service.

Financial Advice

  • Provides advice in line with the customer value proposition & compliance framework.
  • Works in specific allocated markets.
  • Works with a specific range of products.

Personal Effectiveness

  • Accountable for service delivery through own efforts.
  • Individually accountable for managing own time, tasks and output quality.
  • Makes increased contributions by broadening individual skills.
  • Collaborates effectively with others to achieve personal results.
  • Accepts and lives the company values.
  • Relationship Building.
  • Establish sound working relationships and maximizes opportunities with prospective clients.
  • Uses appropriate interpersonal and communication techniques to gain client acceptance.

Sales/ Productivity

  • Develops, tracks & reviews business plan to meet individual performance targets.
  • Engages in limited prospecting.

Attributes/Competencies

  • Client Focus
  • Decision Making
  • Planning & Organising
  • Sales Ability
  • Technical Knowledge
  • Tenacity

What you'll do
This is a list of tasks that you will be responsible for doing on your days at work.

  • Provides advice in line with the customer value proposition & compliance framework.
  • Work with a specific range of products.
  • Accountable for service delivery through own efforts.
  • Collaborate effectively with others to achieve personal results.
  • Use appropriate interpersonal and communication techniques to gain client acceptance.
  • Develop, tracks & review business plan to meet individual performance targets.
  • Engage in limited prospecting.
  • Establish sound working relationships and maximises opportunities with prospective clients.
  • Work in specific allocated markets.
  • Individually accountable for managing own time, tasks and output quality.

Requirements
This is a list of things you will need in order to be considered for this role

  • Matric
  • Experience: Financial Advisor; Sales; Salesperson; Finance
  • Clear criminal record
  • Within 30kms from job
  • Driver licence: B
  • English

Preference:
Meeting the preferences would be a plus, but if you don't, it won't stop companies from considering you.
EE/AA candidates
South African candidates
Candidates with own transport

Application Process
Please apply on this platform and then complete your application via this link: [URL Removed]

Desired Skills:

  • Financial Advisor
  • Sales
  • Finance
  • Salesperson

Apply Now

Zeal HR

About the agency

Zeal HR is a multi-award winning recruitment firm with specialist capabilities in Engineering, Finance and Technology. We offer competitive rates and a relational approach to make sure we offer the best solutions offering to our clients. We service corporate and SME businesses in South Africa as well as abroad. Our offering goes beyond traditional recruitment to full psychometric assessments, HR Consulting and outsourced services. Our Head Office is based in Cape Town with a team in Gauteng and Limpopo.

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