Sales & Advisory Executive

Description:

Are you a natural relationship-builder who thrives on helping people grow financially?Join a forward-thinking financial services firm as a Sales & Advisory Executive. This is a client-facing, advisory-focused role where you’ll help individuals, professionals, and business owners plan and secure their financial futures—all while building a rewarding career backed by a respected brand. Key Responsibilities:

• Proactively engage with individuals and business clients to understand financial goals and introduce tailored solutions.
• Build and manage your own client portfolio through prospecting, networking, and referrals.
• Develop holistic strategies across investment, risk, retirement, and wealth creation in collaboration with internal experts.
• Conduct regular financial needs analyses and provide ongoing client support.
• Maintain high levels of service excellence and long-term client relationships.

Minimum Requirements:

• Matric certificate (required).
• Own laptop, reliable vehicle and valid driver’s licence (essential).
• Tertiary qualification preferred (e.g., BCom, LLB, or similar).
• Experience in sales, business development, or relationship management is advantageous.
• Fluent in English (Afrikaans is a plus).

Why This Role?

• Competitive salary + performance-based incentives.
• Ongoing training, support, and real career growth.
• A high-energy team and a chance to make real impact

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.

Requirements:

• Proactively engage with individuals and business clients to understand financial goals and introduce tailored solutions.
• Build and manage your own client portfolio through prospecting, networking, and referrals.
• Develop holistic strategies across investment, risk, retirement, and wealth creation in collaboration with internal experts.
• Conduct regular financial needs analyses and provide ongoing client support.
• Maintain high levels of service excellence and long-term client relationships.

• Matric certificate (required).
• Own laptop, reliable vehicle and valid driver’s licence (essential).
• Tertiary qualification preferred (e.g., BCom, LLB, or similar).
• Experience in sales, business development, or relationship management is advantageous.
• Fluent in English (Afrikaans is a plus).

• Competitive salary + performance-based incentives.
• Ongoing training, support, and real career growth.
• A high-energy team and a chance to make real impact