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Established Financial Advisers / Independent Brokers

The Placement Specialist

Johannesburg

Hybrid

ZAR 200,000 - 300,000

Full time

Today
Be an early applicant

Job summary

A leading financial services firm in Johannesburg is seeking an experienced Financial Adviser to deliver tailored financial advice to affluent clients. This role requires at least 2 years of experience in selling Long Term Insurance. You will manage your own client portfolio while benefiting from growth opportunities in a supportive and entrepreneurial environment.

Benefits

Growth opportunities
Access to financial products
Competitive earning potential
Ongoing support and skills development
Access to expert advice

Qualifications

  • Minimum 2 years’ experience selling Long Term Insurance targeting affluent clients.
  • Proven ability to work independently and manage a book of business.
  • Excellent communication, presentation, and interpersonal skills.

Responsibilities

  • Deliver tailored financial advice and solutions to affluent clients.
  • Build and manage a portfolio of long-term client relationships.
  • Drive business growth and meet performance targets.

Skills

Client relationship management
Financial planning
Sales expertise
Communication skills

Education

Matric (Grade 12)
RE5 certification
Job description
Overview

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If you're an experienced Financial Adviser or Independent Broker serving the affluent market and looking for the right partner to scale your business — this is your opportunity.

We offer a professional environment that encourages entrepreneurial thinking, supports client-first advice and rewards integrity, performance and growth.

Responsibilities
  • Deliver tailored financial advice and solutions to affluent clients
  • Build and manage a portfolio of long-term client relationships
  • Offer strategic financial planning, insurance and investment services
  • Ensure compliance with industry regulations and company standards
  • Drive business growth and meet performance targets
Qualifications
  • Matric (Grade 12)
  • RE5 certification (essential)
  • Minimum 2 years’ experience selling Long Term Insurance in the affluent space
  • Proven ability to work independently and manage a book of business
  • Excellent communication, presentation, and interpersonal skills
Benefits / What We Offer
  • Growth opportunities with a respected and trusted brand
  • Access to a full range of financial products and services
  • Competitive commission and earning potential
  • Own your own book
  • Ongoing support and skills development
  • Access to top product specialists for expert advice and support
  • A flexible, entrepreneurial workspace focused on performance and growth
How to Apply

If you're an adviser who meets the requirements and ready to grow- with better opportunities, real support and serious growth potential — we should talk.

Submit your CV and we will let you know

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