Financial Advisor

10 hours ago


Roodepoort, South Africa ProLead Full time

**Financial Advisors - with RE5 Qualification**

1. **Jobs Core Purpose**

To increase the sales of the Business by building trust and developing relationship with prospects through purposeful interactions and reliable follow up, which results in a consistent increase in new business.

2. W**hat a person needs to accomplish in the Role**
- Use professional sales activities to consistently engage with prospective clients in order to meet agreed sales targets
- Maximise conversion opportunities through consistent follow up of all proposals
- Maximise sales opportunities through upselling (including increasing quantities, sale of full product range)
- All sales are managed and processed in accordance with Company procedure so as to ensure that full value of the order can be filled
- **Key Competencies**
- **Experience & Skills**:

- Must have a valid drivers licence.
- Must have at least 3 years sales experience in the financial industry
- Must be able to demonstrate that you are able to bring in new business
- RE5 qualification
- Must be a professional sales person
- Must be able to engage with Business Owners and buyers both telephonically and in person.

**Successful Characteristics**:

- _Outgoing and personable with strong interpersonal skills _
- _Discipline, Organisation and Planning_: Plans, organises, schedules and follows up in an efficient and productive manner. Focuses on key priorities and stays on track.
- _Persistence_: Demonstrates tenacity and determination to achieve targets and objectives
- _Enthusiasm: _Exhibits passion and excitement over work. Has a can do attitude
- _Persuasion: _Able to convince others to pursue a certain course of action.

**Are you a dynamic sales person who has what it takes to be a**

**Financial Advisor**

We are looking for a dynamic person to grow our client base and to increase sales

Are you
..

tenacious, persuasive and results driven

an outgoing person who loves to build relationship with people

Proactive and independent

disciplines, organised and able to focus on priorities

Passionate and enthusiastic

Do you have the following skills and experience?

At least 3 years successful sales experience in financial planning

Knowledge of medical aid, retirement unity, wealth management

Computer literate and have a working knowledge of excel

If this describes you, then we’d love to meet you.

Our client is a well-established financial planning business based in Johannesburg. Their business is based on professionalism and being able to provide high quality products that meet peoples unique financial planning needs. Their close-knit team has a can do attitude. If you would like to be part of their team

please send
- Your CV and

**Job Type**: Permanent

License/Certification:

- RE5 Qualification (preferred)


  • Financial Advisor

    7 months ago


    Roodepoort, South Africa CMH Consulting (Pty) Ltd Full time

    **Experienced Financial Advisor or Short-Term Advisor.** - Be able to establish and maintain a professional relationship/client base with Individuals/businesses. - Prospect for new clients through various means to ensure good pipeline for the business. - Minimum of 12 months + of sales experience - A Clear ITC and Criminal Record **What is on offer to...

  • Financial Advisors

    1 week ago


    Roodepoort, South Africa Micah Govender Developments Full time

    **Company offers the following**: - Provision of office space and full infrastructure for financial planners - Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms - Access to business coaching and client advice support - Assistance with practice management - Training support, i.e. technical...

  • Financial Advisor

    1 day ago


    Roodepoort, South Africa Kontak Recruitment SA Full time

    Roodepoort, Gauteng - Sales** Financial Advisor (JB1885)** Randburg, Johannesburg Commission only (up to 80%) Duration: Permanent - Remote role with weekly checkin Overview - Advisory services company that offers a mix of insurance related services is looking to grow their team with experienced sales specialists looking to get into this lucrative...

  • Financial Advisor

    1 day ago


    Roodepoort, South Africa Kontak Recruitment SA Full time

    Roodepoort, Gauteng - Sales** Financial Advisor (Long term Insurance) (JB1884)** Randburg, Johannesburg Commission only (up to 80%) Duration: Permanent - remote role with ad hoc check-in Overview - Advisory services company that offers a mix of insurance related services is looking to grow their team with experienced and professional Advisors.**Minimum...


  • Roodepoort, South Africa FirstRand Full time

    Job Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Hello Future Personal Financial Advisor. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and...

  • Financial Advisor

    7 days ago


    Roodepoort, South Africa Micah Govender Developments Full time

    Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to be based in...

  • Financial Advisor

    1 week ago


    Roodepoort, South Africa Discovery Full time

    Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial...


  • Roodepoort, Gauteng, South Africa Liberty Standard Bank Group Full time

    About Liberty Standard Bank GroupLiberty Standard Bank Group is a leading financial institution that prioritizes innovation and customer satisfaction.Salary InformationWe offer an attractive annual salary of $80,000 - $120,000, depending on experience and qualifications.Job DescriptionAs a Sales Entrepreneur, you will be responsible for identifying business...

  • Financial Advisor

    7 months ago


    Roodepoort, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Financial Advisor

    7 months ago


    Roodepoort, South Africa Sanlam Full time

    Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Service Advisor

    1 week ago


    Roodepoort, South Africa StaffCentral Consulting Full time

    **Job Duties/Responsibilities will include**: Displays extensive knowledge about products and services Monitoring Fleet Service intervals and arrange Fleet Services Communicates and liaise with clients (OPS) about vehicle services and problems as well as time frames in regards with vehicle repairs. Ensures clients (OPS) vehicle is finished on time and...


  • Roodepoort, South Africa Sanlam Full time

    Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

  • Head of Legal

    17 hours ago


    Roodepoort, South Africa Network International Full time

    About Us:As a leader in the banking sector in the East Africa, we are committed to innovation, excellence, and empowering communities. Our mission is to provide superior financial services while fostering sustainable growth and adhering to the highest standards of governance. Key Responsibilities: Legal Leadership:Develop and oversee the banks legal strategy...


  • Roodepoort, South Africa StaffCentral Consulting Full time

    **Job Duties/Responsibilities will include**: Daily planning of the Workshop - Plan workshop jobs, creation of job requisition. Ensure correct work instructions are delivered and communicated to technical team. Create job card for work to be performed - Ensure proper and clear communication is kept with internal partners. Control and Manage Timelines of...


  • Roodepoort, South Africa CTU Career Chatz Full time

    Tertiary Education Consultants promote the CTU Brand; build relationships with TOP FEEDER schools as specified and confirmed by Head Office. Tertiary Education Consultants generate a marketing database by presenting to Grade 8 to 12 learners at various schools and events allocated to their region. Tertiary Education Consultants create promotional events and...

  • Sales Consultant

    4 months ago


    Roodepoort, South Africa AddPay Full time

    AddPay (Pty) Ltd is a successful fintech located in Techno Park, Stellenbosch. We have grown by implementing new ideas and equipment in the payment processing industry to enrich payment solutions with automation and great tech. The primary competencies are: The primary characteristics of the incumbent are: We are looking for someone that will own the...


  • Roodepoort, South Africa HR-Simplified (Pty) Ltd Full time

    About the CompanyThe company offers cost effective and sustainable leasing solutions to companies and institutions alike to help them finance and purchase the technology they need to run their business efficiently and keep their IT equipment up to date.About the RoleThe purpose of the role is to drive operational excellence while ensuring that the...


  • Roodepoort, South Africa HR-Simplified (Pty) Ltd Full time

    About the Company The company offers cost effective and sustainable leasing solutions to companies and institutions alike to help them finance and purchase the technology they need to run their business efficiently and keep their IT equipment up to date. About the Role The purpose of the role is to drive operational excellence while ensuring that the...