Financial Advisor - Activations

SUMMARY:
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POSITION INFO:

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
• Leverage Dis-Chem Life’s lead channels and customer networks to drive consistent acquisition
• Maintain fit and proper status and ensure all COB/CPD requirements are current
• Travel nationally for roadshows, activations, and client engagements
• Translate complex financial concepts into simple, relatable solutions
• Collaborate with the distribution team to innovate client acquisition and education strategies
• Consistently meet and exceed prescribed KPI, sales, and compliance standards
• Contribute to Dis-Chem Life’s reputation as a customer-first, high-integrity financial services provider

Soft Skills:

• Highly confident, self-driven, and commercially astute
• Extroverted with strong public speaking presence
• Compassionate, empathetic, and culturally aware in client interactions
• Proactive opportunity-seeker with exceptional adaptability
• High energy, resilient, and comfortable with frequent change
• Collaborative team player who thrives in a high-performance culture

Technical Skills:

• Strong knowledge of life risk products and mass market solutions
• Expertise in selling methodologies, sales funnel optimisation, lead qualification, closing skills, and trust-building at scale
• Proficiency in lead conversion strategies for high-volume and diverse market segments
• Skilled in delivering financial literacy education to varied audiences
• Comfortable engaging across multiple LSM levels, from entry-level earners to executives

Experience:

• Minimum 2–3 years as a licensed Financial Advisor
• Proven success in both individual life risk products as well as mass market product lines
• Track record of building and maintaining a profitable client book
• Demonstrated ability to deliver impactful group presentations and public engagements

Requirements and Qualifications

• RE5 certified
• Fully licensed and not under supervision
• Recognised FSCA-approved qualification
• Matric or equivalent
• Fit and Proper status maintained at all times
• COB/CPD requirements fully up to date
• Multilingual preferred: Zulu, English, and Afrikaans
• Representative of South Africa’s demographic diversity
• Own reliable transport (for national travel)