Our client, a growing financial services organisation, is seeking motivated, results-oriented and customer-focused Financial Advisors to join its team.

The successful candidates will be responsible for identifying prospective clients, understanding their financial needs and recommending suitable financial products and solutions. The role requires strong relationship management, business development and sales skills, with a focus on building a sustainable client portfolio and achieving set business targets.

This opportunity is ideal for commercially driven professionals with experience in banking, insurance, investments, microfinance or financial services sales who are passionate about helping clients make informed financial decisions.

Responsibilities

• Identify, prospect and acquire new clients through referrals, networking, direct sales and other business development initiatives.
• Build and maintain strong relationships with existing and prospective clients.
• Assess clients’ financial needs, goals and circumstances to recommend appropriate financial products and services.
• Explain product features, benefits, costs and applicable terms clearly to clients.
• Develop and implement strategies to grow the client portfolio and achieve assigned sales and revenue targets.
• Follow up on leads, conduct client meetings and convert prospects into active customers.
• Maintain accurate client records, sales pipelines and activity reports.
• Monitor client portfolios and provide ongoing support to strengthen relationships and encourage retention.
• Ensure all sales and advisory activities comply with applicable regulatory requirements, internal policies and ethical standards.
• Keep abreast of market developments, competitor offerings and changes in financial products and services.
• Deliver excellent customer service and address client enquiries professionally.

Qualifications

• Diploma or bachelor’s degree in Business Administration, Finance, Economics, Marketing or a related field.
• Previous experience in financial services sales, relationship management, business development or financial advisory will be an advantage.
• Experience in banking, insurance, microfinance, investment services or related sectors is desirable.
• Demonstrated ability to generate leads, acquire clients and achieve sales targets.
• Strong understanding of financial products and customer relationship management.
• Relevant professional qualifications or regulatory certifications will be an added advantage, depending on the products being offered.
• Excellent communication, presentation and interpersonal skills.
• Strong sales, negotiation and persuasion skills.
• Customer-focused approach with the ability to build trust and maintain long-term relationships.
• Commercial awareness and a results-oriented mindset.
• Strong networking, prospecting and lead-generation abilities.
• Good analytical and problem-solving skills.
• High levels of integrity, professionalism and attention to detail.
• Ability to work independently, manage competing priorities and meet targets.

• Identify, prospect and acquire new clients through referrals, networking, direct sales and other business development initiatives.
• Build and maintain strong relationships with existing and prospective clients.
• Assess clients’ financial needs, goals and circumstances to recommend appropriate financial products and services.
• Explain product features, benefits, costs and applicable terms clearly to clients.
• Develop and implement strategies to grow the client portfolio and achieve assigned sales and revenue targets.
• Follow up on leads, conduct client meetings and convert prospects into active customers.
• Maintain accurate client records, sales pipelines and activity reports.
• Monitor client portfolios and provide ongoing support to strengthen relationships and encourage retention.
• Ensure all sales and advisory activities comply with applicable regulatory requirements, internal policies and ethical standards.
• Keep abreast of market developments, competitor offerings and changes in financial products and services.
• Deliver excellent customer service and address client enquiries professionally.

• Relationship management
• Business development
• Sales skills
• Communication skills
• Presentation skills
• Interpersonal skills
• Negotiation skills
• Persuasion skills
• Customer-focused approach
• Commercial awareness
• Results-oriented mindset
• Networking abilities
• Prospecting abilities
• Lead-generation abilities
• Analytical skills
• Problem-solving skills
• Integrity
• Professionalism
• Attention to detail
• Ability to work independently
• Ability to manage competing priorities
• Ability to meet targets

• Diploma or bachelor’s degree in Business Administration, Finance, Economics, Marketing or a related field.
• Previous experience in financial services sales, relationship management, business development or financial advisory will be an advantage.
• Experience in banking, insurance, microfinance, investment services or related sectors is desirable.
• Demonstrated ability to generate leads, acquire clients and achieve sales targets.
• Strong understanding of financial products and customer relationship management.
• Relevant professional qualifications or regulatory certifications will be an added advantage, depending on the products being offered.