Introduction (MPC)
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Job Location:
Johannesburg - South Africa
Monthly Salary:
Not Disclosed
Posted on:
16 days ago
Vacancies:
1 Vacancy
Job Summary
Reference: NFC023965-ULR-1
If youre a finance professional who enjoys numbers people and the thrill of closing deals this could be your next big move. An independent financial advisory firm is looking for a Financial Analyst / Advisor to help grow and manage employee benefits solutions across an existing corporate client base.
If youre a finance professional who enjoys numbers people and the thrill of closing deals this could be your next big move. An independent financial advisory firm is looking for a Financial Analyst / Advisor to help grow and manage employee benefits solutions across an existing corporate client base.
Duties & Responsibilities
Financial Advisor - Employee Benefits
Our client is a fast-growing independent financial advisory franchise and one of the top-performing franchises in the insurance sector nationally (commission-wise). The team is young entrepreneurial and extremely driven.
They already service 4050 corporate clients across industries such as mining and manufacturing but many of these clients are not yet using their employee benefits solutions.
The opportunity Step in build those relationships and convert those gaps into a strong profitable client book.
This role combines financial analysis financial planning and relationship building. Youll conduct financial needs analyses advise clients and grow your own book within a supportive but highly performance-driven environment.
The culture is informal entrepreneurial and Afrikaans-speaking a small but ambitious team thats growing rapidly.
In short:
If you enjoy hunting for opportunities farming relationships and seeing the results directly in your commission this is the type of environment where high performers thrive.
Hybrid / remote working flexibility
Entrepreneurial fast-growing team
Long-term possibility to buy into the franchise or your own book
Apply confidentially or reach out to discuss the opportunity further.
Ulrike Groenewald
Recruiting Consultant
Connect with me on LinkedIn!
Our client is a fast-growing independent financial advisory franchise and one of the top-performing franchises in the insurance sector nationally (commission-wise). The team is young entrepreneurial and extremely driven.
They already service 4050 corporate clients across industries such as mining and manufacturing but many of these clients are not yet using their employee benefits solutions.
The opportunity Step in build those relationships and convert those gaps into a strong profitable client book.
This role combines financial analysis financial planning and relationship building. Youll conduct financial needs analyses advise clients and grow your own book within a supportive but highly performance-driven environment.
The culture is informal entrepreneurial and Afrikaans-speaking a small but ambitious team thats growing rapidly.
In short:
If you enjoy hunting for opportunities farming relationships and seeing the results directly in your commission this is the type of environment where high performers thrive.
Key Responsibilities
- Build and grow your own client book within corporate employee benefits.
- Conduct financial needs analysis and provide financial planning advice.
- Manage and develop relationships with existing corporate clients.
- Identify opportunities within current client portfolios where employee benefits solutions can be implemented.
- Provide professional financial guidance to corporate stakeholders and decision makers.
- Use CRM systems to manage client information and financial planning data.
Job Experience and Skills Required
- Relevant Finance qualification (Advanced Certificate / BCom / CPA or similar).
- Experience as a Financial Advisor / Financial Analyst / Employee Benefits Consultant.
- Must have Phase Representative experience (3 years) within employee benefits schemes.
- Must have an existing client book (experience with firms such as Liberty Momentum PSG Sanlam banking institutions etc.).
- Experience working with corporate clients advantageous.
- Strong sales and relationship-building ability.
- Analytical skills to conduct financial needs analysis.
- Professional client-facing communication.
- Experience working with Elite Wealth CRM and Excel advantageous.
- Ability to work independently in a hybrid or remote structure.
What Makes This Role Attractive
Existing corporate client base to grow fromHybrid / remote working flexibility
Entrepreneurial fast-growing team
Long-term possibility to buy into the franchise or your own book
Remuneration
- R30 000 R50 000 guaranteed for the first 12 months
- Thereafter pure commission structure
- High earning potential (top performers generating significant monthly commission)
Apply confidentially or reach out to discuss the opportunity further.
Ulrike Groenewald
Recruiting Consultant
Connect with me on LinkedIn!
