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Potchefstroom
Town:
Potchefstroom
Position:
Financial Advisor
Experience Needed:
Qualifications and Requirements
Minimum 2 years of experience as a certified Financial Adviser.
RE5 qualification (mandatory).
Completion of product-specific training and class of business training.
Strong communication and relationship management skills.
Requirements:
Goals
Short-term: Build and expand your client base.
Long-term: Provide exceptional financial advice and ensure sustainable business growth.
Unique Challenges
This role requires building your own book of clients – no existing client base is provided.
This position offers a unique opportunity for a self-motivated individual to work independently, expand their client base, and thrive in the financial advisory sector.
Duties Include:
Company Overview
Our client is a dynamic and growing financial services company, known for delivering outstanding service and expert financial advice. They offer a fantastic opportunity for a driven Financial Advisor to join their team, with a focus on short-term insurance and financial advisory services.
Position Summary
Our client is looking for a motivated and proactive Financial Adviser who is eager to provide high-quality financial advice and grow their client base to increase commission earnings. This role requires strong communication skills and the ability to establish and manage long-term client relationships.
Key Responsibilities
Financial Advisory and Short-Term Insurance
Act as a Financial Adviser, with a specific focus on short-term insurance.
Provide well-informed financial advice tailored to clients' individual needs.
Client Base Management and Growth
Build and maintain your own client portfolio.
This is not a call centre position – self-motivation is essential.
Additional Info:
Location: Potchefstroom and Remote
Salary: R8,000 – R12,000 + Commission
Benefits: Group Life Cover, Possible Company Vehicle and Pension
Working Hours: Standard: 08:00 – 16:30
Start Date: As soon as possible
Starting Date:
July 2, 2025
Date Created:
June 24, 2025
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