Financial Advisor
Dis-Chem Life
Overview
To connect with customers in-store, in real time, and provide tailored financial solutions that meet their immediate and long-term needs.
Requirements
- Matric (National Senior Certificate) (Required)
- RE5 + COB (Advantageous)
- Post Matric qualification, Diploma or Degree in a relevant field (e.g., FMCG, Retail, Business, or related) (Advantageous)
- If previously registered on a License, hold Fit & Proper status
- Minimum 2–4 year's experience in either an advice-giving role within insurance or financial services, or in a high-traffic retail environment (FMCG, automotive, or similar)
- Proven track record in face-to-face client engagement and sales performance
- Strong interpersonal and listening skills, with the ability to simplify complex financial concepts for customers
- Ability to work retail hours, including weekends and public holidays as required
- Reliable transport to and from your allocated store
- Must be bilingual in one or more languages
Responsibilities
- Engage directly with walk-in customers in a retail environment to identify their needs and introduce Dis-Chem Life’s insurance and financial products.
- Deliver compliant, needs-based financial advice face-to-face.
- Build trust and long-term relationships with customers by demonstrating product value and relevance to their life stage.
- Consistently achieve sales targets and conversion metrics in a high-traffic retail setting.
- Maintain up-to-date product knowledge, compliance, and FSCA regulatory requirements.
- Represent Dis-Chem Life with professionalism and approachability, reinforcing our reputation for care and expertise.
- Keep accurate records of client interactions and complete all required documentation in line with compliance standards.
How to apply
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