Financial Advisor – Multiple Provinces (Western Cape, KZN, Eastern Cape)

About the role

The Financial Advisor role is a commission‑based, client‑facing position focused on delivering professional financial services to post‑graduate qualified interns and professionals across several South African provinces. You will source, retain and grow a membership base by offering tailored insurance, investment and fiduciary solutions that meet each client’s unique needs.

Key responsibilities

• Provide holistic financial planning and advice to individual and corporate clients.
• Meet sales targets for risk insurance, investments, savings, wills and estate planning.
• Generate leads and prospect new clients locally and among South African professionals abroad.
• Prepare and present proposals using financial planning tools.
• Refer clients to specialised units such as short‑term insurance, health professions indemnity, medical aid and fiduciary services.
• Maintain ongoing client relationships to ensure satisfaction and retention.

Required profile

• Post‑graduate qualification or equivalent professional background.
• Strong understanding of insurance, investment and fiduciary products.
• Excellent communication skills and ability to explain complex financial concepts clearly.
• Self‑motivated with a proven track record of meeting sales targets.

Required skills

What we offer

• Commission‑based remuneration with long‑term earning potential.
• Hybrid work model with access to provincial offices and remote work options.
• Opportunity to work within a mutual company that allocates profits to members.