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Financial Advisor, Johannesburg

Financial Advisor, Johannesburg
Description
Job Description
Role Overview 
  • Job Title: Financial Advisor – Life Insurance Advisory & Financial Planning
  • Job Type: Commission-Based / Permanent
  • Location: National Opportunities Across South Africa
Job Summary
A leading financial services franchise network is seeking experienced Financial Advisors specialising in Life Insurance Advisory and Financial Planning.
This opportunity is suited to entrepreneurial and target-driven professionals who are passionate about building long-term client relationships and growing their own advisory practice within the high-net-worth market segment.

Successful candidates will be responsible for generating their own leads, building sustainable client portfolios, and delivering tailored life insurance and financial planning solutions.
Key Responsibilities
  • Provide Life Insurance Advisory and Financial Planning solutions to clients.
  • Develop and grow a portfolio of high-net-worth clients.
  • Conduct financial needs analyses and recommend suitable products.
  • Generate own leads through networking and business development activities.
  • Build and maintain long-term client relationships.
  • Achieve sales and production targets.
  • Ensure compliance with FAIS and regulatory requirements.
  • Deliver ongoing client service and portfolio reviews.



RequirementsMinimum Requirements
  • South African citizen.
  • Matric / Grade 12.
  • RE5 qualification essential.
  • NQF Level 5 (120 FAIS credits).
  • COB completed or DOFA compliant.
  • Minimum 24 months’ experience in Life Insurance Advisory and Financial Planning.
  • Proven experience in life insurance sales and client acquisition.
  • Valid driver’s license and own reliable vehicle.
  • Must meet FAIS Fit and Proper requirements.



BenefitsRemuneration
  • Commission-based structure.
  • Uncapped earning potential.
  • Initial incentive available for the first two months.


Requirements
- Prior experience in Life Insurance Advisory and Financial Planning
Highlights
  • Company name
    CodeConnect Staffing
  • Job position
    Financial Advisor
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