Job Description
About the Role
Our client is a fast-growing independent financial advisory franchise and one of the top-performing franchises in the insurance sector nationally (commission-wise). The team is young, entrepreneurial, and extremely driven. They already service 40–50 corporate clients across industries such as mining and manufacturing, but many of these clients are not yet using their employee benefits solutions. The opportunity? Step in, build those relationships, and convert those gaps into a strong, profitable client book.
Key Responsibilities
- Build and grow your own client book within corporate employee benefits.
- Conduct financial needs analysis and provide financial planning advice.
- Manage and develop relationships with existing corporate clients.
- Identify opportunities within current client portfolios where employee benefits solutions can be implemented.
- Provide professional financial guidance to corporate stakeholders and decision makers.
- Use CRM systems to manage client information and financial planning data.
Requirements
Relevant Finance qualification (Advanced Certificate / BCom / CPA or similar).
Experience as a Financial Advisor / Financial Analyst / Employee Benefits Consultant.
Must have Phase Representative experience (3 years) within employee benefits schemes.
Must have an existing client book (experience with firms such as Liberty, Momentum, PSG, Sanlam, banking institutions etc.).
Experience working with corporate clients advantageous.
Strong sales and relationship-building ability.
Analytical skills to conduct financial needs analysis.
Professional client-facing communication.
Experience working with Elite Wealth CRM and Excel advantageous.
Ability to work independently in a hybrid or remote structure.
Qualifications
No qualifications mentioned.
Salary & Benefits
R30 000 – R50 000 guaranteed for the first 12 months. Thereafter pure commission structure. High earning potential (top performers generating significant monthly commission).
What Makes This Role Attractive
Existing corporate client base to grow from
Hybrid / remote working flexibility
Entrepreneurial, fast-growing team
Opportunity to build your own client book
Long-term possibility to buy into the franchise or your own book
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Finance/Accounting Management Jobs in Gauteng
In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.
Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.
Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.
Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.
Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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