Overview
Financial Advisor Jobs in Johannesburg, South Africa at CodeConnect Staffing
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.
Requirements
Minimum 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.
Benefits Remuneration
- Commission-based structure.
- Uncapped earning potential.
- Initial incentive available for the first two months.
Title: Financial Advisor
Company: CodeConnect Staffing
Location: Johannesburg, South Africa
Category: