Job Description
About the Role
WatersEdge Solutions is partnering with a leading financial services organisation to recruit driven and entrepreneurial Financial Advisors. This opportunity is ideal for professionals who are passionate about helping clients achieve long-term financial security while building their own book of business in a high-performance, growth-focused environment.
Key Responsibilities
- Acquire and develop new client relationships through networking, referrals, and business development
- Conduct comprehensive financial needs analyses
- Provide advice on risk products, investments, and long-term financial planning strategies
- Maintain and review client portfolios on an ongoing basis
- Ensure full compliance with regulatory and legislative requirements
- Meet and exceed sales and performance targets
- Maintain accurate and up-to-date client records
- Participate in ongoing training, development, and practice initiatives
Requirements
RE5 (Regulatory Examination for Representatives) completed
NQF Level 5 qualification in a relevant financial field
Proven experience in financial services, sales, or client-facing roles
Strong understanding of financial planning principles
FAIS compliant or working towards compliance
Strong communication and interpersonal skills
Sales-driven mindset with a focus on results
High levels of professionalism and integrity
Self-motivated with the ability to work independently
Strong analytical and problem-solving ability
Qualifications
No formal qualifications mentioned.
Salary & Benefits
100% commission-based earnings with no commission splits
Monthly performance bonuses (10-30%)
Annual profit share / equity participation (7.5-15%)
Opportunity to build and grow your own client portfolio
Access to leading financial products and strong operational support
Ongoing training, mentorship, and professional development
Entrepreneurial environment with uncapped earning potential
Company Culture
This is a high-performance, entrepreneurial environment that empowers individuals to take ownership of their success. The culture supports growth, independence, and long-term career building, while providing the structure and resources needed to succeed. Advisors are encouraged to think commercially, act with integrity, and build meaningful client relationships that stand the test of time.
Nice to Have
Existing client base or book of business
Experience across risk, investments, and wealth planning products
Demonstrated ability to consistently meet or exceed sales targets
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Insurance Jobs in Western Cape
The Other Insurance (OI) industry in the Western Cape is part of the broader insurance sector, which has experienced steady growth in recent years due to increasing demand for risk management solutions. Typically, OI roles are sought after by professionals who can provide specialist underwriting and claims handling services to insurers. Generally, these jobs require strong analytical skills and a deep understanding of insurance products and policies.
Salaries for Other Insurance professionals in the Western Cape vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically fall within the R500 000 – R1 200 000 per annum range, although actual figures can be higher or lower, depending on individual circumstances. It’s worth noting that salaries can also vary significantly between smaller independent agents and larger multinational insurers.
Common skills for Other Insurance roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of insurance laws and regulations, and the ability to work effectively in a team environment. Other essential skills may include proficiency in software applications such as policy administration systems or claims handling tools. Generally, professionals with experience in financial services, law, or other related fields can bring valuable skills and expertise to OI roles.
Industry sectors that commonly employ Other Insurance professionals include the financial services sector, technology industry, and manufacturing sector. These industries often require specialized insurance products and underwriting expertise to mitigate risks and protect assets. In addition to these sectors, the healthcare and construction industries are also significant users of OI services.
Career development opportunities for Other Insurance professionals in the Western Cape are generally strong, with many companies offering training and development programs to enhance skills and knowledge. Typically, career progression involves taking on more senior roles within an organization or seeking opportunities in related fields such as underwriting, claims handling, or risk management. With experience and expertise, OI professionals can also consider starting their own independent agencies or consulting practices.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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