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
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