Independent Financial Planner (Experienced)

LifeCheq; Johannesburg; Hybrid; ZAR 200 000 - 300 000; Part time

Job summary

A financial advisory firm in Johannesburg seeks a self-driven financial adviser to promote funeral cover, life risk, and investment products. Candidates should have 1-3 years’ sales experience and an NQF Level 5 qualification. The role offers a tech platform for client management and a commission-based income structure. Hybrid working conditions are available.

Benefits

High-Quality Leads Provided

Sales Coaching & Mentorship

Flexible Hours

Qualifications

• Minimum of 1-3 years’ experience in sales, ideally within financial services.
• Clear criminal record and own transport.
• Proven track record of meeting or exceeding sales targets.

Responsibilities

• Promote and sell a range of funeral cover, life risk, and investment products.
• Conduct thorough needs analysis and offer tailored financial solutions.
• Adhere to FAIS and FSCA regulatory requirements.

Skills

Client Acquisition

Relationship Management

Sales Target Achievement

Excellent Communication

Independent Work Ethic

Education

NQF Level 5 Qualification

RE5 (Advantageous)

Tools

Lifecheq CRM

Job description

Overview

Location: Sandton, JHB, Gauteng (Hybrid)

Employment Type: Independent Contractor

Start-Up Support: Basic salary to get you going + Commission

Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success?

We’re an independent financial advisory practice based in Sandton, looking for a passionate professional who wants to build a scalable and sustainable financial services business – on their own terms.

With our tech-first approach and lead-generating support, we’re not just offering a job - we’re offering a platform to accelerate your career and income potential.

What Makes Us Different?

• All-in-One Tech Platform - Say goodbye to admin overload. Our system automates everything from lead management to proposal generation, giving you more time to focus on what matters – closing deals and serving clients.


• Lead Support Built In - We feed your pipeline with quality leads, backed by a CRM system that helps you manage your book like a pro.


• Training that Grows with You - Access continuous training, coaching, and development programs designed to keep you sharp and compliant.


• Uncapped Growth Potential - Whether you want to stay independent or eventually build your own team, our model supports your ambitions.

Key Responsibilities

• Client Acquisition & Relationship Management - Promote and sell a wide range of top-tier funeral cover, life risk, and investment products; build strong relationships by conducting thorough needs analysis and offering tailored financial solutions; provide ongoing service and support to grow and retain your client base.

Compliance & Process Excellence

• Adhere to FAIS and FSCA regulatory requirements


• Use our proprietary tech platform for client onboarding, tracking, and compliance


• Keep accurate, up-to-date records and documentation

What We’re Looking For

• Minimum of 1-3 years’ experience in sales, ideally within financial services


• NQF Level 5 qualification (required), RE5 (advantageous)


• Clear criminal record and own transport


• Proven track record of meeting or exceeding sales targets


• Excellent communication and interpersonal skills


• Driven, independent, and hungry to build your own successful practice

What You’ll Get

• Onboarding & Accreditation Support – Get trained and certified fast


• High-Quality Leads Provided – Jumpstart your pipeline from day one


• Access to Lifecheq CRM & Tech Platform – Your digital back office


• Sales Coaching & Mentorship – From experienced and well-known industry professionals


• Career Progression Opportunities – Build your book or lead a team


• Flexible Hours & Hybrid Working – Work from home, in the field, or in the office

APPLY NOW

Please note: If you do not receive feedback within two weeks, unfortunately, your application was not successful on this occasion. We thank you sincerely for your interest in the opportunity.