Elite Financial Advisor — Holistic Wealth Planner

Phakisa Holdings (Pty) Ltd; Gauteng; Sur place; ZAR 350 000 - 520 000; Plein temps

Résumé du poste

Phakisa Holdings (Pty) Ltd in Gauteng invites ambitious Financial Advisers with a proven track record in long-term insurance sales and holistic financial planning. The role rewards high performance in a commission-based environment and prioritises client-focused advisory.

We seek candidates with RE5, a Finance/Business/Commerce degree or minimum NQF 5, and at least two years’ experience building and managing a client portfolio. Based in East Rand, within 100 km of Sandton Head Office.

Qualifications

• Academic qualifications include a Bachelor’s degree or minimum NQF Level 5.
• RE5 qualification completed.
• Currently employed in financial services selling long-term insurance.

Responsabilités

• Sell long-term insurance products to clients.
• Build and manage a client portfolio.
• Provide holistic financial advice across planning areas.
• Achieve sales and production targets with strong referrals.

Connaissances

Entrepreneurial mindset

Business development

Self-motivated

Communication

Client-centric

Wealth creation

Formation

Bachelor's degree in Finance/Business/Commerce

RE5

Description du poste

Phakisa Holdings (Pty) Ltd in Gauteng invites ambitious Financial Advisers with a proven track record in long-term insurance sales and holistic financial planning. The role rewards high performance in a commission-based environment and prioritises client-focused advisory.

We seek candidates with RE5, a Finance/Business/Commerce degree or minimum NQF 5, and at least two years’ experience building and managing a client portfolio. Based in East Rand, within 100 km of Sandton Head Office.