Where

Financial Advisor

R 6 000 - R 7 000 a month
Crayon Technologies (Pty) Ltd
Johannesburg Full-day Full-time

Description:

This isn’t just another sales gig, it’s an opportunity to level up with one of the country’s most trusted financial services brands. As this award-winning Sanlam Bluestar franchise expands into Gauteng, they’re 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 client’s 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

Requirements:

  • Tailor financial advice: Deliver personalised financial planning and advisory services that align with each client’s 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
  • Sales: 1 to 2 years
  • Finance Consulting: 1 to 2 years
  • RE5 certification (or willingness to obtain)
  • Proven sales experience in the financial services industry
  • Valid driver’s 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 100% commission based, the potential candidate must have a proven sales record of R20 000 consistently for the last 6 months in order to qualify

What you'll need

  • RE5 certification (or willingness to obtain)
  • Proven sales experience in the financial services industry
  • Valid driver’s 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 100% commission based, the potential candidate must have a proven sales record of R20 000 consistently for the last 6 months in order to qualify
30 May 2025;   from: careers24.com

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