Wealth / Financial Sales Consultant

IWCP : Insurance & Wealth Creation Professionals; Wes-Kaap; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A leading company in the financial sector is seeking a Wealth / Financial Sales Advisor. The ideal candidate will possess entrepreneurial skills, empathy, and a winning attitude. This role offers limitless earning potential and a supportive working culture. Join a dynamic team focused on client relationships and financial growth.

Benefits

Limitless earning potential

Tailored professional development

Entrepreneurial autonomy

Excellent working culture

Qualifications

• Minimum of 2-3 years working experience.
• Sales and/or financial experience is a definite advantage.

Responsibilities

• Provide comprehensive financial planning and advisory services to clients.
• Develop and implement personalized investment strategies aligned with clients' financial goals.
• Maintain and grow a client portfolio through proactive relationship management.

Skills

Empathy

Communication

Interpersonal Skills

Education

Matric

Diploma or Degree

RE5 or NQF5 Qualification

Job description

IWCP - Insurance and Wealth Creation Professionals, an Affiliate of Liberty, is seeking to fill the Wealth / Financial Sales Advisor position with the ideal candidate who possesses the desired entrepreneurial skills, tenacity, and resilience.

Join a Dynamic Team

Be part of a team of professionals motivated by competition, achievement, activity, growth, and autonomy. Sales and building lasting relationships are innate to this role, with a strong desire to provide clients with what they need.

Candidate Qualities

Do you possess a well-developed sense of empathy and understanding, along with the ability to listen and inspire confidence? Do you believe in yourself? Are you goal-oriented and a top achiever?

Duties & Responsibilities

1. Provide comprehensive financial planning and advisory services to clients.
2. Develop and implement personalized investment strategies aligned with clients' financial goals.
3. Maintain and grow a client portfolio through proactive relationship management.
4. Stay abreast of industry trends, regulatory changes, and investment opportunities.
5. Represent and promote Liberty's suite of leading financial products and services.

Desired Experience & Qualifications

1. Matric
2. Driver's license, own transport, and a laptop are essential.
3. A diploma, degree, RE5, or NQF5 qualification is an advantage.
4. Minimum of 2-3 years working experience.
5. Sales and/or financial experience is a definite advantage.
6. Excellent communication and interpersonal skills.
7. The desire to have your own business.
8. A winning attitude.

Package & Remuneration

1. Limitless earning potential with a competitive, market-related commission structure.
2. Tailored professional development, including structured onboarding, ongoing learning, and mentorship to accelerate your career.
3. Entrepreneurial autonomy to build your client portfolio, set your goals, and shape your success.
4. Excellent working culture with a tribe/family ethos, support, and mentorship.

Interested?

Ready to elevate your career? Please apply online or forward your CV to [e-mail] with reference IWCPL125.