Remote Financial Advisor: Growth, Commissions & Flexibility

Placements24; East London; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Remote work

Performance bonuses & commissions

Training & development

Career growth opportunities

Job summary

Placements24 is seeking a results-driven Sales Consultant specializing in Financial Services to join a fully remote team serving clients across South Africa. You will advise on investment strategies, wealth management and financial planning to help clients reach long-term financial goals.

In this role you will build trust, assess client needs, present tailored financial solutions and stay informed on market trends, regulatory changes, and product offerings.

Qualifications

• CFP certification or equivalent NQF Level 5 qualification required.
• Proven track record in financial services sales or advisory roles.
• Strong knowledge of investment products, insurance and retirement planning.
• Excellent interpersonal, presentation and communication skills.

Responsibilities

• Conduct comprehensive financial needs assessments for clients.
• Develop and present personalized financial plans and investment recommendations.
• Educate clients on financial products and services to aid informed decisions.
• Build long-term client relationships with regular follow-ups and reviews.
• Stay updated on market trends, economic conditions and regulatory changes.
• Ensure compliance with industry regulations and company policies.

Skills

CFP or NQF5

Sales experience

Investment knowledge

Communication skills

Ethical standards

Remote client management

Education

CFP / NQF Level 5

Job description

Placements24 is seeking a results-driven Sales Consultant specializing in Financial Services to join a fully remote team serving clients across South Africa. You will advise on investment strategies, wealth management and financial planning to help clients reach long-term financial goals.

In this role you will build trust, assess client needs, present tailored financial solutions and stay informed on market trends, regulatory changes, and product offerings.