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