Financial Advisor

Job description

The Financial Advisor at Matla Life Investment is responsible for providing clients with expert financial guidance, helping them achieve their financial goals through tailored investment, insurance, and savings solutions. The role involves building long-term relationships with clients, identifying their needs, and offering appropriate Matla Life financial products.

Key Responsibilities:
* Conduct financial needs analysis to understand client goals and financial situations.
* Present and promote Matla Life’s investment, insurance, and retirement products.
* Provide professional advice on savings, risk management, and wealth creation.
* Build and maintain a strong client portfolio through continuous relationship management.
* Meet individual and team sales targets.
* Ensure all financial advice complies with FAIS and company regulations.
* Stay updated on financial markets, company products, and industry trends.
* Maintain accurate records of client interactions and transactions.

Skills & Competencies:
* Strong communication and interpersonal skills.
* Ability to explain complex financial concepts in a simple, clear manner.
* Sales-driven with excellent negotiation and persuasion abilities.
* High level of integrity and ethical standards.
* Goal-oriented, self-motivated, and results-focused.
* Time management and organizational skills.

Minimum Requirements:
* Matric (Grade 12) required.
* Relevant tertiary qualification in Finance, Business, or related field (advantageous).
* RE5 and FAIS accreditation (or willingness to obtain).
* Previous experience in financial advisory, insurance, or investment sales (preferred).
* Valid driver’s license and own transport (advantageous).

Performance Indicators:
* Achievement of monthly and quarterly sales targets.
* Quality of financial advice and client satisfaction.
* Compliance with regulatory and company standards.
* Client retention and portfolio growth.