Professional Market: Financial Advisor (Commission-Based)

PPS; Pretoria; On-site; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

Laptop and headset

3G data card

Job summary

PPS seeks a driven Financial Advisor to source, retain and grow a membership and client base by delivering PPS financial solutions to professionals in a tied agency role in Pretoria. You will generate leads, build relationships, and meet targets within a commission-based framework across risk insurance, retirement planning and investments.

The role emphasizes independent work, high performance sales, and strong client-centric advisory.

Qualifications

• Matric (Grade 12) or higher qualification.
• NQF level 6 qualification preferable.
• FAIS fit and proper; RE5 completed.
• Postgraduate Diploma in Financial Planning advantageous.
• CFP advantageous.
• 3 years in financial services sales; 2 years advisory.
• Life assurance knowledge helpful.

Responsibilities

• Provide suitable advice to professionals’ needs.
• Prepare and present proposals using financial planning tools.
• Meet clients to understand their financial objectives.
• Explain complex financial advisory information clearly.
• Manage and grow existing client relationships.
• Grow a client book within 24 months and beyond.
• Adhere to compliance and procedures.
• Stay updated on product information and industry changes.
• Build a professional network within the professional market.

Skills

Sales

Relationship management

Time management

Analytical skills

Numerical skills

Attention to detail

Communication skills

Presentation skills

Self-motivation

Resilience

Teamwork

Emotional intelligence

Networking

Education

Matric

NQF 6 qualification

FAIS L7

RE5 completed

Postgraduate Diploma in Financial Planning

CFP

Tools

MS Office

CRM system

Financial planning software

Job description

PPS seeks a driven Financial Advisor to source, retain and grow a membership and client base by delivering PPS financial solutions to professionals in a tied agency role in Pretoria. You will generate leads, build relationships, and meet targets within a commission-based framework across risk insurance, retirement planning and investments.

The role emphasizes independent work, high performance sales, and strong client-centric advisory.