Wealth / Financial Sales Advisor

Iwcp Johannesburg Ltd; Johannesburg; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A leading company in financial services is seeking a Wealth / Financial Sales Advisor in Johannesburg. The role involves providing comprehensive financial planning, developing personalized investment strategies, and maintaining client relationships. Ideal candidates should possess strong sales skills, empathy, and a winning attitude, with the opportunity for unlimited earnings through a competitive commission structure.

Benefits

Limitless earning potential with a competitive commission structure

Tailored professional development and mentorship

Entrepreneurial autonomy to build your client portfolio

Excellent working culture with support and mentorship

Qualifications

• Matric, driver's license, own transport, and a laptop are essential.
• Minimum of 2-3 years of working experience in sales and/or financial services is preferred.
• A winning attitude and the desire to own/run your own business.

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

Communication

Interpersonal skills

Empathy

Sales

Education

Matric

Diploma / Degree / RE5 / NQF5 qualification

Job description

IWCP - Insurance and Wealth Creation Professionals

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

Be part of a dynamic team of professionals motivated by competition, achievement, activity, growth, and autonomy.

Sales and building lasting relationships are innate qualities, with a strong desire to provide clients with what they need.

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?

Responsibilities & Duties

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

• Matric, driver's license, own transport, and a laptop are essential.
• A Diploma / Degree / RE5 / NQF5 qualification is an advantage.
• Minimum of 2-3 years of working experience in sales and/or financial services is preferred.
• Excellent communication and interpersonal skills.
• The desire to own and run your own business.
• A winning attitude.

What We Offer

• Limitless earning potential with a competitive, market-related commission structure, personalized pool system, and exclusive incentives rewarding excellence.
• Tailored professional development including structured onboarding, ongoing learning, and mentorship to accelerate your career.
• Entrepreneurial autonomy to build your client portfolio, set your goals, and shape your success story.
• An excellent working culture with a tribe, family ethos, support, and mentorship.

If interested and ready to elevate your career, please apply online or forward your CV with reference IWCP.

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