Financial Advisor Johannesburg

PPS Recruitment; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A professional financial services firm in Johannesburg is seeking experienced financial planners to provide expert advice on risk insurance, savings, and estate planning. Candidates must hold a 4-year qualification and be adept at generating leads independently. This commission-based role offers a lucrative commission structure, rewarding candidates who excel in building relationships in the professional market.

Benefits

Lucrative risk commission structure

Qualifications

• Must be an experienced long-term insurance financial planner.
• Familiar with servicing the professional market.
• Capable of own lead generation.

Responsibilities

• Provide financial planning advice focusing on risk insurance.
• Source, retain, and grow membership for eligible professionals.
• Implement financial solutions according to client needs.

Skills

Financial planning

Sales expertise

Client relationship management

Education

4-year qualification in a relevant field

Job description

Overview

The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.

Responsibilities

This is a commission-based role of financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning. We are looking for experienced long-term insurance financial planners who are graduates themselves, familiar with servicing the professional market holding 4-year or higher qualifications that is PPS niche market. It is a role of own lead generation.

Benefits/Compensation

We offer a lucrative risk commission structure with a commission split on a range from 55% to 110%.