Sales Manager & Financial Adviser

apartmentThe Legends Agency placeDurban calendar_month 
Job Title: Sales Manager & Financial Adviser
Company: Leading Blue-Chip Financial Services Company
Location: South Africa (Hybrid)

Employment Type: Full-Time

Job Overview

A leading blue-chip financial services company is seeking ambitious, driven professionals to join its growing financial planning network as Sales Managers and Financial Advisers. This opportunity is ideal for individuals looking to build a long-term career, offering the ability to develop and grow a personal client base or lead a high-performing sales team.

Key Responsibilities

Sales Manager
  • Lead, manage, and develop a team of financial advisers
  • Drive sales performance and ensure achievement of business targets
  • Provide coaching, mentorship, and ongoing support to team members
  • Build and execute strategic growth plans for the business unit
  • Ensure compliance with regulatory and company standards
  • Foster a high-performance, client-centric culture
Financial Adviser
  • Provide holistic, client-centric financial planning solutions
  • Build and maintain long-term relationships with clients
  • Identify client needs and recommend appropriate financial products
  • Achieve sales targets and business development goals
  • Maintain compliance with FAIS and industry regulations
  • Continuously develop professional knowledge and skills

Minimum Requirements

Sales Manager
  • Proven leadership experience with a strong track record of success
  • Key Individual (KI) status or relevant regulatory qualifications
  • Strong entrepreneurial mindset and leadership capability
  • Ability to perform under pressure and deliver consistent results
  • Excellent communication and interpersonal skills
  • Contactable references
Financial Adviser
  • FAIS compliant and fully qualified to operate as a financial planner
  • Proven sales ability (existing client base advantageous)
  • Strong relationship-building skills
  • Self-motivated, disciplined, and target-driven
  • High ethical standards and professionalism
  • Contactable references
What We Offer
  • Opportunity to work within a leading, blue-chip financial services company
  • Highly competitive remuneration structure with uncapped earning potential
  • Access to a comprehensive, market-leading product suite
  • Ongoing professional development and industry-leading training
  • Structured mentorship and career support
  • Administrative and compliance support
  • Access to professional office facilities
  • Flexible hybrid working model
  • Assistance with IT infrastructure and business setup
  • Lead generation support and strategic networking opportunities
  • Opportunity to build equity and grow your own practice
local_fire_departmentUrgent

Associate Financial Advisor

apartmentThe Recruitment CouncilplaceDurban
Role: Associate Financial Advisor Category: Financial Services Location: Morningside, Durban Salary: Market-related Our client is a premier, investment-led financial planning practice based in Durban. They pride themselves on a high-performing team...
electric_boltImmediate start

Financial advisor

apartmentHR GenieplaceDurban
A national new generation independent financial planning business is looking for a Financial Advisor to join the team: Qualification:  •  Minimum bachelors degree in financial planning or similar.  •  Regulatory Examination 5 for representatives...
apartmentMicah Govender DevelopmentsplaceDurban
Urgent - Vacancy* *External Insurance Sales Advisor* *Location: Umhlanga Ridge, Kwa Zulu Natal Based* *Long Term Insurance Sector* *Employment type: Permanent + Hybrid* *Requirements:*   1.  Matric + Any Qualification   2.  Valid Drivers License...