Financial Advisor

Introduction

We are seeking a motivated and results-driven Field Financial Adviser to join our team. The successful candidate will be responsible for prospecting and acquiring new clients, conducting financial needs analyses, providing tailored financial advice, and recommending suitable insurance, investment, and savings solutions. The role requires strong relationship-building skills, a customer-centric approach, and the ability to meet sales targets while ensuring compliance with regulatory requirements. Previous experience in financial services, sales, or advisory roles will be advantageous.

Duties & Responsibilities

• Prospect and acquire new clients
• Conduct financial needs analyses
• Provide professional financial advice
• Recommend suitable insurance, investment, and savings products
• Build and maintain long-term client relationships
• Meet and exceed sales targets
• Deliver excellent customer service
• Ensure compliance with industry regulations and company policies
• Maintain accurate client records and documentation
• Conduct regular client reviews and follow-ups

Desired Experience & Qualification
•    Grade 12 (Matric) or equivalent
•    RE5 Certification
•    Recognised qualification: Wealth Management (NQF Level 5) or FAIS-accredited (minimum 120 credits)
•    Completed Class of Business:
o    Generic
o    COB1 (Short-Term Insurance – Personal Lines)
o    COB3 (Long-Term Insurance – Life Insurance)
o    COB7 (Investments)
•    Valid DOFA (Date of First Appointment)
•    Minimum 1 year in-field sales experience
•    Fit and Proper compliant (honesty, integrity, and good standing)
•    Valid driver’s license and reliable vehicle
•    Based in Gauteng and willing to travel
•    Computer literate and technologically proficient

Package & Remuneration

• Basic salary plus commission and benefits