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Financial Advisor - Activations

24 days ago53 views
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General Details
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description

Purpose of the Role:

To wow our customers at every interaction by building genuine trust and delivering exceptional client engagements. The Financial Advisor (Activations) provides exceptional client value through advanced financial advice that blends deep technical expertise with an innovative, high-volume, relationship-first approach. Operating at the forefront of a new advisory model powered by the Dis-Chem Life ecosystem, you will educate, inspire, and empower customers across diverse markets by offering tailored life and risk protection products that are accessible and valuable to all, not just those who can afford them. This role delivers measurable impact on financial literacy, protection, and long-term security by transforming financial advice into an inclusive, empowering experience that makes protection understandable, relatable, and genuinely impactful across South Africa’s diverse communities.

Role Summary:

This is not traditional financial advising this is financial advising reimagined. Our Financial Advisor (Activations) are seasoned professionals who combine the discipline of regulatory excellence with the agility of modern sales engagement. You will have access to:

  • Exclusive lead pipelines from Dis-Chem employees, suppliers, warehouses, and customer base
  • Cutting-edge tech tools, including a seven-minute sign-up process and integrated underwriting
  • National roadshow access, placing you in front of ready-to-engage audiences

You will move seamlessly between mass market and high-net-worth conversations, adapt to diverse LSMs, and command rooms with authority, speaking to groups of employees, suppliers, or potential customers. This is high-trust, high-volume, high-impact advisory work.

Benefits:

  • Salaried position plus rich commission structure, competitive earnings with no cap for top performers
  • Exclusive access to the Dis-Chem Life ecosystem, leads, data, and networks ready for conversion
  • Tech-enabled client onboarding and underwriting to reduce admin and accelerate results
  • Platform to deliver financial literacy education at scale
  • Fully supported marketing, events, and engagement opportunities
  • National travel and high-profile speaking opportunities to position you as a thought leader
  • Performance recognition and career advancement opportunities

Key Responsibilities:

  • Deliver tailored financial advice across life risk, and mass market product lines
  • Apply advanced sales techniques including sales funnel management, consultative selling, objection handling, and closing strategies
  • Host group presentations and public speaking engagements for employees, customers, and suppliers
  • Build rapid rapport and trust with diverse audience types, from mass market to C-suite<
Id Subtitle 1341764601
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