Job Description Our client is a well-established provider of comprehensive financial solutions, offering a range of products including life insurance, short-term insurance, disability cover, medical aid, investments, retirement annuities, estate planning, and wills.
They are committed to helping individuals and businesses secure their financial futures with tailored financial advice.
- We are recruiting motivated, ambitious, and self-driven individuals for the position of Financial Advisor.
- This role provides an excellent opportunity to build a successful advisory practice, offering the flexibility of a hybrid working model and the potential for recurring income.
- The primary focus will be on providing expert financial guidance to clients, ensuring that their financial goals are met with personalized solutions.
Requirements
- Matric (Grade 12) or higher qualification
- FSCA clearance (essential)
- Clear credit and criminal record (essential)
- Own laptop and reliable internet connection
- Own reliable transportation
- RE5 qualification (advantageous)
- Previous financial advisory experience (advantageous)
- 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 client’s 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
Requirements > Financial Advisor & Broker Experience advantageous > Educational Background: Valid Matric or equivalent qualification. > Licensing: Valid driver’s license and reliable vehicle as travel to meet clients is essential. >Tech-Savvy: Own a laptop or tablet for conducting and managing work efficiently. > Presentation: Well-presented, professional demeanour with bilingual proficiency. > Personal Traits: Driven, self-motivated, and committed to maintaining a clear credit and criminal record. > Flexibility: Willingness to travel as required to provide exceptional client service. > Willingness to learn: In-depth training for product and sales will be offered on a continuous bases to ensure you achieve maximum potential!
