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Financial Advisor Opportunity!

Financial Advisor Opportunity!

Iwcp : Insurance & Wealth Creation ProfessionalsGauteng, South Africa
21 hours ago
Job description

Job Listings in Centurion (Refined)

Note : This description consolidates multiple job postings for Financial Advisor-related opportunities in Centurion. Each listing includes role focus, responsibilities andQualifications where provided.

Financial Advisor Opportunity in Centurion

Centurion, Gauteng R - R Y iMasFinance Co-operative (Ltd)

Posted today

Job Description

At iMas Insurance Brokers, we are committed to driving transformation and diversity in the workplace. In support of our transformation strategy, preference will be given to candidates from designated groups.

Role : Effective marketing of life assurance and funeral products within the Centurion area.

Responsibilities :

  • Selling of life assurance and funeral policies
  • Conducting clients needs analysis
  • Following up on leads
  • Servicing new and existing members
  • Quality control of new business

Qualifications & Experience :

  • Matric / Grade 12
  • FAIS credits on NQF level 4 as per FSCA legislative requirements
  • RE5 as per FSCA legislative requirements
  • 1 year proven sales experience, preferably in the Financial Services Industry
  • Knowledge & Skills :

  • Computer literate (MS Office)
  • Attention to detail
  • Negotiation skills
  • Excellent communication skills
  • Interpersonal skills
  • Is this job a match or a miss?

    Centurion, Gauteng R80000 - R Y IWCP : Insurance & Wealth Creation Professionals

    Posted today

    Job Description

    Company Description : The Next Generation of Insurance & Wealth Creation Professionals (IWCP). Includes training and licensing by the Financial Services Board.

    Role : Full-time hybrid Financial Advisor with responsibilities for personalized financial planning, investment opportunities, retirement planning and insurance options; build client network and conduct financial assessments.

    Qualifications :

  • Skills in Financial Planning and Financial Advisory
  • Experience in Finance, Investments, and Retirement Planning
  • Exceptional interpersonal skills and entrepreneurial mindset
  • Grade 12; tertiary qualification advantageous
  • Clear credit and no criminal record
  • Own network is a plus
  • Is this job a match or a miss?

    Centurion, Gauteng R - R Y IWCP : Insurance & Wealth Creation Professionals

    Posted today

    Job Description

    Role includes building your own network, client meetings, financial needs analysis, and advisory responsibilities in a commission-based setup. Candidates should be comfortable with self-driven entrepreneurship and meeting targets. Requirements commonly include Matric, RE5 (desirable), own car and laptop, and clear criminal / credit records.

    Other Centurion Financial Advisor Roles

    Momentum Health Solutions and other postings describe roles focused on health financial advising, client acquisition, financial planning, and after-sales service. Typical requirements include FAIS compliance, RE5, 2+ years of experience, and a client-facing track record. Duties cover client meetings, needs analysis, portfolio reviews, and cross-functional collaboration.

    Note

    As an applicant, please verify the legitimacy of this job advert on the respective company career page.

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    Financial Advisor • Gauteng, South Africa

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