Employee Benefit Financial Advisor

SUMMARY:
If you’re a finance professional who enjoys numbers, people, and the thrill of closing deals, this could be your next big move. An independent financial advisory firm is looking for a Financial Analyst / Advisor to help grow and manage employee benefits solutions across an existing corporate client base.

POSITION INFO:
Financial Advisor/Employee Benefits

Our client is a fast-growing independent financial advisory franchise and one of the top-performing franchises in the insurance sector nationally (commission-wise). The team is young, entrepreneurial, and extremely driven.

They already service 40–50 corporate clients across industries such as mining and manufacturing, but many of these clients are not yet using their employee benefits solutions. The opportunity? Step in, build those relationships, and convert those gaps into a strong, profitable client book.

This role combines financial analysis, financial planning, and relationship building. You’ll conduct financial needs analyses, advise clients, and grow your own book within a supportive but highly performance-driven environment.

The culture is informal, entrepreneurial, and Afrikaans-speaking, a small but ambitious team that’s growing rapidly. There’s also long-term potential to buy into your own book or even the franchise itself as part of a succession plan.

In short:
If you enjoy hunting for opportunities, farming relationships, and seeing the results directly in your commission, this is the type of environment where high performers thrive.

Key Responsibilities

• Build and grow your own client book within corporate employee benefits.
• Conduct financial needs analysis and provide financial planning advice.
• Manage and develop relationships with existing corporate clients.
• Identify opportunities within current client portfolios where employee benefits solutions can be implemented.
• Provide professional financial guidance to corporate stakeholders and decision makers.
• Use CRM systems to manage client information and financial planning data.

Job Experience and Skills Required

• Relevant Finance qualification (Advanced Certificate / BCom / CPA or similar).
• Experience as a Financial Advisor / Financial Analyst / Employee Benefits Consultant.
• Must have Phase Representative experience (3 years) within employee benefits schemes.
• Must have an existing client book (experience with firms such as Liberty, Momentum, PSG, Sanlam, banking institutions etc.).
• Experience working with corporate clients advantageous.
• Strong sales and relationship-building ability.
• Analytical skills to conduct financial needs analysis.
• Professional client-facing communication.
• Experience working with Elite Wealth CRM and Excel advantageous.
• Ability to work independently in a hybrid or remote structure.

What Makes This Role Attractive

Remuneration

• R30 000 – R50 000 guaranteed for the first 12 months
• Thereafter pure commission structure
• High earning potential (top performers generating significant monthly commission)

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