Financial Advisor: Build a High-Impact Client Portfolio

Hr Options; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Hr Options in Pretoria, a leading South African financial services organisation, is seeking 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 designed to build a long‑term career, grow a loyal client portfolio, and become a trusted advisor in the financial services industry.

You will engage high‑potential clients through networking, conduct needs analyses, present and sell

Qualifications

• Proven sales experience in financial services or related field.
• Confident communicator with strong interpersonal skills.
• Self-starter capable of managing a personal sales pipeline and hitting targets.
• Professional presence, resilience, and client‑centric mindset.

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

Financial needs analysis

Client relationship

Job description

Hr Options in Pretoria, a leading South African financial services organisation, is seeking 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 designed to build a long‑term career, grow a loyal client portfolio, and become a trusted advisor in the financial services industry.

You will engage high‑potential clients through networking, conduct needs analyses, present and sell