Financial Advisor

Hr Options; Pretoria; On-site; ZAR 180,000 - 300,000; Full time

Job summary

HR Options in Pretoria is seeking an ambitious Financial Advisor to build a high‑quality client portfolio in a performance‑driven environment. This role emphasizes relationship building, prospecting, and delivering tailored financial solutions to clients seeking insurance, investments, and retirement products.

You will engage clients through networking and referrals, conduct needs analyses, and consistently meet targets while providing long‑term value and exceptional client service.

Qualifications

• Matric (Grade 12) is required.
• Proven sales experience in financial services is a strong advantage.
• Excellent communication and interpersonal abilities.
• A self-starter who manages their own pipeline and meets targets.

Responsibilities

• Engage high‑potential clients through networking, referrals, and proactive prospecting.
• Conduct in‑depth financial needs analyses and craft tailored financial solutions.
• Present and sell a suite of insurance, investment, and retirement products.
• Build and manage a sustainable client portfolio with ongoing reviews and relationship management.

Skills

Sales experience

Interpersonal skills

Pipeline management

Target-driven

Education

Matric (Grade 12)

Job description

Are you a confident, relationship‑driven professional with proven sales ability, a target‑driven mindset, and the ambition to build a long‑term career in financial advisory? A leading South African financial services organisation with over six decades of excellence is offering an exciting opportunity for an ambitious Financial Advisor who thrives in a high‑performance environment and is committed to delivering exceptional value to clients.

This is a high‑impact role suited to someone who wants more than just a job — someone who wants to build a respected career, grow a portfolio of loyal clients, and become a trusted advisor in the financial services industry.

What You Will Do

• Engage high‑potential clients through networking, referrals, and proactive prospecting.
• Conduct in‑depth financial needs analyses and craft tailored financial solutions.
• Present and sell a suite of insurance, investment, and retirement products.
• Build and manage a sustainable client portfolio with ongoing reviews and relationship management.

What We’re Looking For

• Matric (Grade 12) – non‑negotiable.
• Proven sales experience (financial services experience is a strong advantage).
• A confident communicator with exceptional interpersonal skills.
• A self‑starter who can manage their own pipeline and consistently meet targets.
• Professional presence, resilience, and a strong client‑centric mindset.

What You’ll Gain

• Access to industry‑leading training, mentorship, and development programmes.
• A respected brand and product suite to support your success.
• Uncapped earning potential with performance‑based incentives.
• A long‑term career path with opportunities for growth and specialisation.
• The ability to make a meaningful impact on clients’ financial wellbeing.

If You’re Ready to Elevate Your Career

This is your opportunity to join a professional environment where your ambition, drive, and client‑focused approach will be rewarded.experience