Professional Financial Consultant

2 weeks ago


Johannesburg, Gauteng, South Africa Inevo Consulting Full time

About the Role: We are seeking a skilled Financial Advisor to join our team in Centurion, specializing in health-related products. The successful candidate will be responsible for acquiring, retaining, and growing a client base, providing expert advice through comprehensive financial planning.

Key Duties and Responsibilities:

  • Consult with clients to determine their financial goals, needs, and capabilities.
  • Provide strategic advice on various health products such as Medical Aid, Health Insurance, and GAP Cover.
  • Respond to client queries and resolve issues promptly.
  • Engage with prospective clients to understand their financial needs and offer suitable products.
  • Sell products that align with clients' needs and financial requirements.
  • Comply with legislative regulations and adhere to all compliance requirements.

Qualifications and Requirements:

  • A minimum of 1 year's experience in the financial services industry.
  • Martic or equivalent qualification.
  • Meet FAIS requirements based on DOFA (date of first appointment) (where applicable).
  • Within 1 year of DOFA, relevant Class of Business Certificates must be completed.
  • Within 2 years of DOFA, RE 5 must be completed.
  • Within 6 years of DOFA, hold an FSCA-approved qualification.

What We Offer:

  • Leads and infrastructure provided.
  • Administrative support provided.
  • A lucrative remuneration structure that rewards dedication and hard work.
  • A supportive and dynamic work environment.
  • The chance to make a significant impact in clients' lives through expert financial advice and health solutions.

Salary Information: The estimated annual salary for this position is R600,000 - R800,000 depending on experience and qualifications.



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