Financial Advisor

Overview

• We are seeking ambitious, entrepreneurial Financial Advisers with a proven track record in long-term insurance sales and holistic financial planning. The ideal candidate is client-focused and motivated by a high-performance, commission-based environment.

Required Qualifications & Experience

Academic & Regulatory Requirements

• Bachelor's Degree in Finance, Business, Commerce, or a related field, or a minimum NQF Level 5 qualification

• Successfully completed RE5

• Currently employed in the financial services industry, actively selling long-term insurance products

Industry Experience

• Minimum 2 years' experience as a Financial Adviser or Financial Planner

• Demonstrated success in building and managing a client portfolio

• Understanding of the full financial planning landscape:

• Risk Planning

• Investments

• Healthcare Solutions

• Banking

• Short-Term Insurance

• Life Assurance

• Estate Planning

Performance Indicators

• Minimum 85% average policy persistency

• Consistent achievement of sales and production targets

• Strong referral and relationship-building capability

• Proven ability to provide holistic financial advice

Personal Attributes

Demographics

• Preferred age range: 28 - 40 years

• Gauteng based / 100 Km radius from Sandton Head Office

Lifestyle & Cultural Fit-The ideal candidate demonstrates an active, achievement-driven lifestyle and values personal growth, health, and community involvement. Examples include:

• Hiking

• Cycling

• Gym/Fitness Activities

• Golf

• Community Engagement and Networking Activities

Behavioural Competencies

• Entrepreneurial mindset

• Strong business development skills

• Self-motivated and disciplined

• Excellent communication and relationship-building abilities

• Professional and client-centric approach

• Results-driven with a passion for financial planning and wealth creation