Financial Advisor

SUMMARY:

POSITION INFO:
Financial Advisor - East Rand 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