Financial Advisor

CodeConnect Staffing; Johannesburg; On-site; ZAR 180,000 - 420,000; Full time

Benefits offered by this job

Uncapped earnings

Initial incentive

Job summary

Zohorecruit is seeking experienced Financial Advisors specializing in Life Insurance Advisory and Financial Planning. This role targets entrepreneurial, target-driven professionals who want to grow their own advisory practice within the high-net-worth market segment.

You will generate your own leads, build sustainable client portfolios, and deliver tailored life insurance and financial planning solutions. Remuneration is commission-based with uncapped earning potential and an initial incentive

Qualifications

• South African citizen.
• Matric / Grade 12.
• COB completed or DOFA compliant.
• Minimum 24 months’ experience in Life Insurance Advisory and Financial Planning.
• Valid driver’s license and own reliable vehicle.
• Must meet FAIS Fit and Proper requirements.

Responsibilities

• Provide Life Insurance Advisory and Financial Planning solutions to clients.
• Develop and grow a portfolio of high-net-worth clients.
• Conduct financial needs analyses and recommend suitable products.
• Generate own leads through networking and business development activities.
• Build and maintain long-term client relationships.
• Achieve sales and production targets.
• Ensure compliance with FAIS and regulatory requirements.
• Deliver ongoing client service and portfolio reviews.

Skills

Life Insurance Advisory

Financial Planning

Client Acquisition

Networking

Regulatory Compliance

Education

Matric / Grade 12

DOFA/ COB compliance

Job description

Johannesburg, South Africa | Posted on 05/25/2026

• Job Title:Financial Advisor – Life Insurance Advisory & Financial Planning
  
• Job Type:Commission-Based / Permanent
  
• Location:National Opportunities Across South Africa
  

Job Summary

A leading financial services franchise network is seeking experienced Financial Advisors specialising in Life Insurance Advisory and Financial Planning.

This opportunity is suited to entrepreneurial and target-driven professionals who are passionate about building long-term client relationships and growing their own advisory practice within the high-net-worth market segment.

Successful candidates will be responsible for generating their own leads, building sustainable client portfolios, and delivering tailored life insurance and financial planning solutions.

Key Responsibilities

• Provide Life Insurance Advisory and Financial Planning solutions to clients.
  
• Develop and grow a portfolio of high-net-worth clients.
  
• Conduct financial needs analyses and recommend suitable products.
  
• Generate own leads through networking and business development activities.
  
• Build and maintain long-term client relationships.
  
• Achieve sales and production targets.
  
• Ensure compliance with FAIS and regulatory requirements.
  
• Deliver ongoing client service and portfolio reviews.
  

Requirements

• South African citizen.
  
• Matric / Grade 12.
  
• COB completed or DOFA compliant.
  
• Minimum 24 months’ experience in Life Insurance Advisory and Financial Planning.
  
• Proven experience in life insurance sales and client acquisition.
  
• Valid driver’s license and own reliable vehicle.
  
• Must meet FAIS Fit and Proper requirements.
  

Remuneration

• Commission-based structure.
  
• Uncapped earning potential.
  
• Initial incentive available for the first two months.