Financial Advisor

Join Our Team as a Financial Advisor – Unlock Your Potential!

Are you a results-driven sales professional with a passion for helping clients secure their financial future? Do you thrive in a dynamic environment where your expertise and ambition are rewarded? If so, we want to hear from you!

Who We Are

We are VP Wealth Management and Advisory, a leading financial services intermediary dedicated to providing tailored financial solutions with integrity and excellence. Our client-centric approach fosters long-term relationships built on trust.

Your Role

As a Financial Advisor, you will:

1. Build and maintain strong client relationships, understanding their unique financial needs and goals.
2. Provide expert financial advice and recommend suitable products and services.
3. Develop and implement financial plans customized to each client's circumstances.
4. Proactively generate new business through networking, referrals, and sales activities.
5. Stay informed on industry trends, regulations, and product offerings.
6. Ensure compliance with all regulatory and ethical standards.
7. Consistently meet and exceed monthly sales targets, with specific goals to be outlined during the interview process.

What You Bring

Essential:

1. Valid South African Driver's License & Reliable Vehicle
2. Minimum 2 years of proven sales experience, preferably in short-term commercial or healthcare insurance.
3. NQF Level 5 qualification in Financial Planning or a related field.
4. Strong ability to meet and exceed sales targets.
5. Excellent communication, interpersonal, and presentation skills.
6. Analytical and problem-solving mindset with a proactive approach.

Advantageous:

1. Class of Business accreditation, CMS accreditation, or other relevant industry certifications.

What We Offer

1. Competitive commission structure with high earning potential.
2. Ongoing training and professional development opportunities.
3. A supportive and collaborative team environment.
4. Access to a diverse range of financial products and services.
5. The chance to build a rewarding and fulfilling career with a growing company.

How to Apply

Ready to take your career to the next level? Submit your CV and supporting documents detailing your experience and qualifications to us. We look forward to welcoming you to our team!

Seniority Level: Entry level

Employment Type: Full-time

Job Function: Finance and Sales