952 Financial Professionals jobs in Johannesburg

This isnt just another sales gig, its an opportunity to level up with one of the countrys most trusted financial services brands.

As this award-winning Sanlam Bluestar franchise expands into Gauteng, theyre on the hunt for seasoned Financial Advisors and Sales Consultants who are ready to build, grow, and thrive.

What you'll do Tailor financial advice : Deliver personalised financial planning and advisory services that align with each clients unique goals and life stage Chase the win : Identify new business opportunities and turn potential into pipeline to drive revenue growth Be the go-to guide : Build and nurture long-term client relationships rooted in trust, insight, and consistent value Make sense of the numbers : Conduct in-depth financial needs analyses and craft actionable, future-focused financial plans Stay sharp : Keep up with industry trends, product knowledge, and ever-evolving compliance regulations Smash the targets : Consistently hit (and aim to exceed) individual and team sales goals What you'll need RE5 certification (or willingness to obtain) Proven sales experience in the financial services industry Valid drivers license and a reliable vehicle Excellent communication, interpersonal, and presentation skills Strong analytical and problem-solving abilities Ability to work independently and collaboratively Goal-driven, results-oriented, and passionate about client acquisition and sales The role is % commission based, the potential candidate must have a proven sales record of R20 consistently for the last 6 months in order to qualify

Financial Advisor • Johannesburg, Gauteng

To submit your application, please email your CV and cover letter to:

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements):

• South African regulatory framework of insurance/brokerage industry

Customers (to whom the service is rendered/impacted upon):

There are arrangements within the group business to have the opportunity to provide advice to the client base as well as new clients with an attractive financial model.

It includes supportive business and sales support underpinned by a number of other doors opening opportunities.

Number of subordinates: 0
Reporting line (immediate manager): Manager/ Branch Manager

Minimum Requirements:

Education:

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers’ license

Experience:

• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Skills:

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

Knowledge:

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge – (underwriting)

Personal attributes:

• Influential
• Flexibility
• Interpersonal effectiveness
• Customer Service orientation
• Resilience and Tenacity
• Emotional maturity
• Proactive

Key Performance Area

Key Performance Outputs

1 . Grow Portfolio

• Develop and implement a proactive sales plan according to agreed targets
• Meet agreed new business targets
• Identify and build relationships with partners
• Write quality new business aligned to sales / marketing plan
• Negotiate with Insurers re- premium and quotations
• Do Up and cross-selling on existing and new business

2. Retain and Maintain
Clients

• Identify new business opportunities
• Identify opportunities for cross and up-selling on existing clients
• Liaise with insurers and /or management regarding premiums and quotations
• Build relationships with clients through regular calls and informing them of the latest products

3. Perform Administration

• Load policies, amendments and endorsements on the system promptly
• Ensure premium payments processes and debits are discussed and agreed upon with clients
• Ensure data integrity on all policy systems
• General correspondence and e-mails to clients according to company standards
• Responsible for proactive and reactive underwriting.
• Adhere to underwriting criteria; FAIS requirements and set company standards
• Manage incoming and outgoing e-mails according to set norms and standards.
• Provide regular reports and feedback to the manager
• Provide a rewarding service experience at all touch points
• Ensure that customer queries are attended to and resolved expeditiously
• Respond to client’s requirements by providing appropriate risk solutions.
• Establish long-term relationships with clients
• Financial planning for clients

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:

Actively seeking continuous Improvement

Nurturing

To care for our clients with Empathy

Driven

Providing the best solutions to our customers

Willing

To learn, grow and embrace diversity

Eager

To take responsibility and use initiative

(A) 61 Central Street, Houghton Estate, 2198

Unlock Your Potential as a Financial Advisor Shape Your Career!

A leading company in the financial services industry is looking for a driven, self-motivated individual to join their team. If you have a passion for sales and meet the following requirements, this is your chance to thrive in a rewarding position with excellent earning potential!

Key Requirements :

• Regulatory Certification (RE5 for Representatives)
• Class of Business for long-term category products
• Minimum required qualification must meet the Date of First Appointment
• Bachelors degree in Finance, Economics, or a related field
• Valid drivers license and a reliable vehicle

What is Offered :

• Attractive earning potential based on performance
• Training and support to help you succeed
• Growth opportunities within a reputable company

This role is ideal for someone who is passionate about financial services, has strong communication skills, and is driven by achieving and exceeding targets. If you meet the qualifications and are ready to take the next step in your career, we want to hear from you!

4 days ago Be among the first 25 applicants

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Join Our Winning Team of Financial Advisors at Liberty’s Eastgate Franchise!

Are you a results-driven financial advisor ready to elevate your career? Liberty’s Eastgate Mall franchise offers you a platform to grow professionally and financially while helping clients achieve their financial dreams.

Why Choose Us?

•Prime Location: Situated at the bustling Eastgate Mall – perfect for networking and building relationships with clients.

•Unmatched Support: A Liberty-backed infrastructure offering you industry-leading tools, ongoing mentorship, and a supportive team environment.

•Unlimited Growth Potential: Access to exclusive training, career progression pathways, and ongoing professional development to fast-track your success.

•Rewarding Compensation: Enjoy a competitive commission structure with uncapped earnings, performance bonuses, and lucrative incentives.

What We’re Looking For:

•Experience: Proven track record as a financial advisor with a passion for helping clients.

o B-Degree ( advantage)

o RE5 certification.

o FAIS-compliant (minimum 120 credits, or working towards).

o Exceptional communication and relationship-building abilities.

o Strong problem-solving mindset and strategic thinking.

•Professionalism: Committed to delivering client-centric, ethical financial advice.

•Own Equipment: Must have a reliable vehicle and laptop.

Your Role:

•Build, manage, and grow a diverse client portfolio by offering bespoke financial solutions.

•Conduct thorough needs analyses to identify clients' goals and provide tailored strategies.

•Promote Liberty’s comprehensive range of products from investment planning to risk management.

•Stay ahead of market trends and regulatory changes to offer superior service.

What We Offer:

•Full Administrative and Marketing Support: Allowing you to focus on client relationships and growth.

•Exclusive Access: Liberty’s world-class tools and resources at your fingertips.

•Ongoing Development: Continuous learning through workshops, seminars, and training sessions.

If you’re passionate about making a tangible difference in your clients' lives and are ready to take the next step in your financial advisory career, we want to hear from you!

How to Apply: Email your CV and a brief cover letter to Let’s build your future, together.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance and Employee Benefit Funds and Investment Advice

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VP Wealth Management and Advisory is a leading financial services provider in South Africa, specializing in comprehensive insurance, investment, and healthcare solutions for businesses and individuals. The company delivers value through personalized and innovative services.

Job Overview:

VP Wealth Management and Advisory is seeking self-motivated and driven Independent Sales Advisors to market and sell our range of funeral cover solutions within Mpumalanga, KZN, Limpopo, Gauteng, Western Cape, North West and Northern Cape. This is an exciting opportunity for entrepreneurial individuals who want to build a rewarding career in financial services, backed by a reputable brand and strong support structures.

Responsibilities:

• Promote and sell VP Wealth’s funeral plans to individuals and families in your community.
• Identify potential clients through networking, referrals, and outreach efforts.
• Educate clients on the benefits of funeral cover and provide tailored product recommendations.
• Complete and submit applications accurately and in a timely manner.

What We Offer:

• Attractive commission-based earnings with uncapped potential.
• Ongoing product training and sales support.
• Marketing materials and lead-generation assistance.
• Opportunity to grow with a dynamic and expanding team.
• Flexible working hours – be your own boss.

Requirements:

• Matric certificate (Grade 12) minimum.
• RE5 certification (advantageous, but not mandatory).
• Experience in insurance sales or field marketing (preferred).
• Excellent communication and interpersonal skills.
• Self-discipline, motivation, and a strong work ethic.
• Access to reliable transport.

Ideal for:

Experienced agents looking for greater freedom and income potential, as well as newcomers eager to break into the insurance industry with strong mentorship and training.

Join us and make a meaningful difference in people’s lives while building your own success.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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Job Purpose

As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

Responsibilities

1. Conduct thorough financial needs analysis for clients to understand their goals and objectives.
2. Develop and implement customised financial plans to meet clients' short and long term goals.
3. Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
4. Build and maintain strong relationships with clients through proactive communication and exceptional service.
5. Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
6. Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

Education

RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Relevant certifications (e.g., CFP) preferred but not required.

Experience

Minimum 2 years of experience in financial advisory services; Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment.

Join to apply for the Financial Advisor role at Telesure Investment Holdings (TIH)

Join to apply for the Financial Advisor role at Telesure Investment Holdings (TIH)

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

Responsibilities

Conduct thorough financial needs analysis for clients to understand their goals and objectives.

Develop and implement customised financial plans to meet clients short and long term goals .

Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.

Build and maintain strong relationships with clients through proactive communication and exceptional service.

Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.

Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

Education

RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Preferred; Relevant certifications (e.g., CFP) preferred but not required. (Required)

Experience

Minimum 2 years of experience in financial advisory services (for experienced candidates); Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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Job Purpose

As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

Responsibilities

1. Conduct thorough financial needs analysis for clients to understand their goals and objectives.
2. Develop and implement customised financial plans to meet clients' short and long-term goals.
3. Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
4. Build and maintain strong relationships with clients through proactive communication and exceptional service.
5. Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
6. Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

Education

RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Relevant certifications (e.g., CFP) preferred but not required.

Experience

Minimum 2 years of experience in financial advisory services; Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment.

End Date: December 31, 2025 (30+ days left to apply)

Our Work Experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.

Select how often (in days) to receive an alert:

Business Unit: Sales & Distribution

Date: 15 May 2025

FINANCIAL ADVISOR

SANDTON

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose of the role

The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.

Job Category

We are looking for a suitably experiencedFinancial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.

Key Responsibilities

Your tasks will typically involve:

• conducting in-depth reviews of clients' financial goals, from risk protection to wealth creation
• conducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirements
• providing clients with information on new and existing products, benefits and services
• assisting clients to make informed decisions
• reviewing and responding to clients changing needs and financial circumstances
• contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Review client policies regularly to determine if adjustments are needed because of personal or financial changes

Personal Attributes and skills:

• Service orientated mind-set is critical
• Strong Planning and organisational skills

Qualifications and Experience:

Minimum

• Wealth management qualification with at least 120 credits
• At a minimum 2 years’ experience as a Financial Advisor

Beneficial:

• Understanding of Financial Planning
• Knowledge of insurance (short-term, health, risk and investment industry)

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.