Financial Advisor - Activations, Soweto

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.

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)

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