Financial Advisor

Phakisa Holdings (Pty) Ltd; Gauteng; On-site; ZAR 350,000 - 520,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Entrepreneurial mindset

Business development

Self-motivated

Communication

Client-centric

Wealth creation

Education

Bachelor's degree in Finance/Business/Commerce

RE5

Job description

Financial Advisor - East Rand

Overview

We are seeking ambitious, entrepreneurial Financial Advisers with a proven track record in long-term insurance sales and holistic financial planning. The ideal candidate is client-focused and motivated by a high-performance, commission-based environment.

Required Qualifications & Experience

Academic & Regulatory Requirements

• Bachelor's Degree in Finance, Business, Commerce, or a related field, or a minimum NQF Level 5 qualification
• Successfully completed RE5
• Currently employed in the financial services industry, actively selling long-term insurance products

Industry Experience

• Minimum 2 years' experience as a Financial Adviser or Financial Planner
• Demonstrated success in building and managing a client portfolio
• Understanding of the full financial planning landscape:
  • Risk Planning
  • Investments
  • Healthcare Solutions
  • Banking
  • Short-Term Insurance
  • Life Assurance
  • Estate Planning

Performance Indicators

• Minimum 85% average policy persistency
• Consistent achievement of sales and production targets
• Strong referral and relationship-building capability
• Proven ability to provide holistic financial advice

Personal Attributes

Demographics

• Preferred age range: 28 - 40 years
• Gauteng based / 100 Km radius from Sandton Head Office

Lifestyle & Cultural Fit-The ideal candidate demonstrates an active, achievement-driven lifestyle and values personal growth, health, and community involvement. Examples include:

• Hiking
• Cycling
• Gym/Fitness Activities
• Golf
• Community Engagement and Networking Activities

Behavioural Competencies

• Entrepreneurial mindset
• Strong business development skills
• Self-motivated and disciplined
• Excellent communication and relationship-building abilities
• Professional and client-centric approach
• Results-driven with a passion for financial planning and wealth creation