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. This role combines financial analysis, financial planning, and relationship building.
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 in the original job description.
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).
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Gauteng
The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.
Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:
R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers
Key skills required for success in the finance and accounting sector in Gauteng include:
Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking
Major employers in the finance and accounting sector in Gauteng include:
Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.
Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.
Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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