Life and Investment Broker

Hfm Human Financial Management; Pretoria; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A financial consulting firm in Pretoria is seeking a qualified Life and Investment Broker to join their team. The ideal candidate will have a CFP qualification, experience in life insurance and investment solutions, and strong analytical and communication skills. This full-time role offers the opportunity to work in a dynamic environment dedicated to helping clients secure their financial futures.

Qualifications

• Experience in life insurance and investment solutions.
• Ability to work on-site in Pretoria.

Responsibilities

• Help clients secure their financial futures with confidence.
• Work alongside a team of financial professionals.

Skills

Financial Needs Analysis & Planning

Investments

Finance

Analytical skills

Problem-solving abilities

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, or related field

CFP, CFA (NQF8)

Job description

Company Description

HFM Human Financial Management offers expert consulting services to establish fully independent brokerages, ensuring profitability within six months.

We offer opportunities for business growth in new areas beyond your core expertise.

At our firm, you will work alongside a passionate group of professionals, helping clients secure their financial futures with confidence.

Are you a goal-driven professional with a CFP qualification?

Do you have experience in life insurance and investment solutions?

We’re looking for someone like you to join our growing team!

If your answer to the above question is YES, then we have a role available at an innovative and dynamic auditing firm.

Role Description:

This is a full-time, on-site role located in Pretoria for a Life and Investment Broker.

At our firm, you’ll work alongside a passionate group of professionals, helping clients secure their financial futures with confidence.

Qualifications

• Skills in Financial Needs Analysis & Planning, Investments, and Finance
• Experience with Brokerage and Portfolio Management
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work on-site in Pretoria
• Bachelor’s degree in Finance, Business, or a related field
• Relevant certifications (e.g., CFP, CFA) NQF8

Let’s build something great together!

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