Job Description
Our client is a trusted provider in the Wealth Management and Risk Solutions space, offering clients holistic advice and tailored strategies to protect and grow their financial well-being. Their core services include life insurance, disability cover, risk management, retirement planning, estate planning, and investments, with additional solutions in medical aid, short-term insurance, and wills.
They are committed to guiding individuals and businesses in securing long-term financial stability through personalized, client-centric financial advice.
We are seeking ambitious, driven, and self-motivated professionals to join as Financial Advisors.
This role presents an exciting opportunity to build a thriving advisory practice in wealth and risk management, supported by a hybrid working model and the potential for recurring income streams.
As a Financial Advisor, your primary responsibility will be to provide expert wealth management and risk protection strategies, ensuring that clients achieve their long-term goals with customized financial solutions.
Requirements
- Matric (Grade 12) or higher qualification
- FSCA clearance (essential)
- CFP – Certified Financial Planner
- Clear credit and criminal record (essential)
- Own laptop and reliable internet connection
- Own reliable transportation
- RE5 qualification
- Previous financial advisory experience
- Strong multilingual communication and interpersonal skills
- Excellent sales, negotiation, and closing abilities
- Self-motivated with a passion for helping clients achieve financial success
Key Responsibilities:
- Conduct comprehensive financial needs analyses for clients.
- Offer tailored advice on financial planning, insurance, and investment products.
- Build and maintain long-term relationships with clients
- Continuously review and adjust clients’ financial strategies as their needs evolve.
- Actively source and generate new business opportunities.
- Stay current with industry trends, product knowledge, and regulatory updates.
- Attend regular meetings and training sessions at the clients West Rand office.
Benefits
- Hybrid work model (office and remote)
- Commission-based income with recurring income potential (subject to terms and conditions)
- Comprehensive training and ongoing professional development
- Access to a diverse range of financial products
- Supportive work environment and access to a mentor network
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Before the interview, research the company thoroughly and prepare thoughtful questions to ask.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Isando: Key Account Manager Isando posted by Jobs 4 All
Purpose of the RoleThe Key Account Manager (KAM) is responsible for unlocking the next phase of growth by developing and…
View JobIsando: Pre-Owned Operations Manager posted by Jobs 4 All
Role Purpose The Pre-Owned Operations Manager will establish, manage, and grow the pre-owned vehicle operations, initially focusing on professionalising the...
View JobGauteng: Millwright Pretoria posted by Jobs 4 All
Job SummaryThe Millwright will be responsible for performing mechanical maintenance, repairs, and installations on industrial machinery and equipment to...
View JobEastern Cape: Purchaser Port Elizabeth posted by Jobs 4 All
Purpose of the Role Responsible for the planning, selection, and purchasing of goods and services for the Coega Plant, including…
View JobWestern Cape: Software Architect posted by Communicate Finance
Prove you’re not just designing for success—you’re designing against failure.Systems Architecture: Microservices, event-driven design, distributed systems,...
View JobGauteng: Cybersecurity Specialist posted by Communicate Finance
Prove you can outsmart even the cleverest cyber-villain!Threat Hunting Instincts: Finding hidden dangers in networks and systemsSecurity Tool Mastery:...
View Job
Browse Employers
Job Alerts