Financial Advisor

Vouch is a digital insurance brokerage that provides South Africans with the personalized advice you need, without the spam – it's not just about the lowest price! We combine technology with human advisors to offer upper-middle and affluent South African consumers transparent and personalized processes that help them understand, compare, purchase, and manage financial products.

Backed by one of SA's largest media companies, this is a well-funded early-stage venture, with a serious competitive advantage and potential for scale. This is an exciting opportunity to form part of the team building a disruptive new business.
ABOUT THE ROLE
At Vouch, our business is advice. Our team of Financial Advisors serve as trusted partners to our clients – we provide personalized insurance advice and always have our client’s best interest in mind. The successful candidate should have a strong track record as a financial advisor, excellent communication skills, and the ability to thrive in a fast-paced digital environment.

We will provide our advisors with a strong marketing capability and pool of leads, the tools they need to convert leads through a seamless sales experience, access to a portfolio of products from leading insurers, recommendations and tools to help advisors provide personalized advice, and a platform to manage business and relationships, digitally.

 WHAT YOU’LL BE DOING

• Provide stellar advice to clients, build and maintain strong client relationships, and manage a book of business.

• Generate and convert leads through your own network and allocated leads to grow your book of business.

• Upsell and cross sell products through various verticles by offering wholistic financial advice

• Build and maintain strong client relationships – our promise is that we’ll handle the hard stuff for you. This means the highest level of attention and care for client experience is critical.

• Collaborating with our digital team to enhance our online services and tools.

• Build relationships with financial services partners, to ensure that advisors are up to date on the latest tools and training for our portfolio of products.

• Ensure compliance with regulatory requirements and industry standards.

• Provide input to financial education content and tools.

WHAT WE ARE LOOKING FOR

• Relevant qualification and 2+ years of experience as a financial advisor, including long-term insurance and investments and/or short-term insurance products.

• Completed FAIS recognised qualification with 120 credits.

• Highly motivated and target-oriented, with a passion for achieving and exceeding sales goals.

• Relevant regulatory (RE) examinations completed.

• Completed Class of Business for relevant categories.

• FAIS “fit and proper” based on DOFA date

• Completed the recognized FSCA supervision period and signed off by KI.

• Committed to maintaining the highest standards of professionalism, ethics, and compliance.

• Professional individual with excellent written and verbal communication skills.

• Experience is relationship building and ability to negotiate and influence.

• Strong teamplayer.

• Good understanding and experience in the financial services industry.

• Entrepreneurial mindset and experience in client service and business development would be an advantage.

WHAT YOU CAN EXPECT

• Competitive base salary, commission, and benefits.

• This role is based in Gauteng, with flexible working arrangements.

• A supportive and inclusive work environment.

• Opportunity to be a part of a startup from the ground up and make a significant impact on its success.