Description:
Are you a people person with a passion for sales and a drive to build your own success?
Do you present yourself professionally, thrive on earning trust, and have the ambition to build a rewarding career? If so, we want to hear from you.
We’re looking for entrepreneurial individuals with strong people skills and a sales background to become trusted financial professionals.
What you’ll do:
- Network and prospect to secure new clients
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Help clients understand their financial goals and create clear, actionable plans to reach them
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Project future outcomes based on their savings and investments
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Recommend adjustments and products to protect against life’s uncertainties
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Support retirement planning and long-term financial security
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Guide both individuals and businesses in making smart, informed financial decisions
You'll also:
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Work closely with business clients to shape financial strategies that support sustainable growth
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Be part of a respected team with ongoing support and training
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Build a career that offers real purpose, personal development, and long-term earning potential
Ready to take your sales skills to the next level?
Apply today and help clients build the financial future they deserve.
Requirements:
- Network and prospect to secure new clients
-
Help clients understand their financial goals and create clear, actionable plans to reach them
-
Project future outcomes based on their savings and investments
-
Recommend adjustments and products to protect against life’s uncertainties
-
Support retirement planning and long-term financial security
-
Guide both individuals and businesses in making smart, informed financial decisions
-
Work closely with business clients to shape financial strategies that support sustainable growth
-
Be part of a respected team with ongoing support and training
-
Build a career that offers real purpose, personal development, and long-term earning potential
Requirements for this role:
Minimum Qualifications :
Matric (essential)
Desired Qualifications:
Commercial/Business Degree or Diploma (highly advantageous)
Other essential Requirements :
Clear Credit record
Clear Criminal Record
Own Transport and Drivers License essential
Personality Traits & Skills required for this role :
Prospecting and Networking skills
Academic ability
Proven Sales Ability
Ability to work independently but as part of a bigger team
Fluency in spoken and written English (fluency in additional SA langauges in beneficial)