Talent.com
Financial Advisor

Financial Advisor

Legacy Wealth Management - SureX InsuranceCape Town, Western Cape, South Africa
30+ days ago
Job description

Company

SureX (Cape Town and surrounds)

Position

Sales Manager / Team Leader (Western Cape)

Purpose of Position

Managing a team of financial advisors to generate and close sales in Government / Stop Order (Persal) or Private markets.

Responsibilities

  • Managing and building a team of financial advisors
  • Recruiting team members
  • Selling long‑term insurance policies
  • Conducting financial needs analyses to understand customer requirements
  • Meeting set KPI’s
  • Going the “extra mile” to meet sales targets and to obtain referral sales

Requirements

  • Own transport (vehicle)
  • Matric certificate (essential)
  • RE5 and full FAIS accreditation (essential)
  • Laptop / Tablet
  • Previous sales experience in insurance sector
  • Ability to work in a high‑stress environment
  • Skills and Attributes

  • Excellent communication skills (verbal and written)
  • Multilingual (advantageous)
  • Strong interpersonal skills
  • Ability to present products or services in person or telephonically
  • Excellent negotiation, objection and conflict‑handling skills
  • Remuneration

    This is a 100% commission position. You will earn commissions on your team’s performance, with an overrider of up to 15%.

    Seniority Level

    Mid‑Senior level

    Employment Type

    Full‑time

    Job Function

    Finance and Sales

    Industries

    Insurance

    How to Apply

    If you feel that you are up for the challenge, please send your CV to

    #J-18808-Ljbffr

    Create a job alert for this search

    Financial Advisor • Cape Town, Western Cape, South Africa

    Related jobs
    • Promoted
    Part-time Financial Advisor

    Part-time Financial Advisor

    Old MutualCape Town, ZA
    Job title : Part-time Financial Advisor.Job Location : Western Cape, Cape Town.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of ...Show moreLast updated: 30+ days ago
    • Promoted
    Aspiring Financial Adviser (Sommerset West)

    Aspiring Financial Adviser (Sommerset West)

    Old MutualCape Town, ZA
    Job title : Aspiring Financial Adviser (Sommerset West).Job Location : Western Cape, Cape Town.Aspires to be a Financial Adviser. We are looking for self-motivated and dynamic individuals who have a...Show moreLast updated: 30+ days ago
    • Promoted
    Sanlam Financial Adviser : Wealth Solutions

    Sanlam Financial Adviser : Wealth Solutions

    Sanlam GroupCape Town, ZA
    Job title : Sanlam Financial Adviser : Wealth Solutions.Job Location : Western Cape, Cape Town.The purpose of the role is to provide new and existing clients with professional and relevant financial...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor (Investment Specialist)

    Financial Advisor (Investment Specialist)

    Milton ResourcingCape Town, South Africa
    My client is a reputable and award-winning independent financial advisory firm with branches in.Johannesburg, Cape Town, and Durban. The firm is known for providing holistic financial planning and w...Show moreLast updated: 10 days ago
    Financial Advisor

    Financial Advisor

    MetafinCape Town, Western Cape, South Africa
    Quick Apply
    Cape Town – Atlantic Seaboard Only.Are you a motivated and experienced financial advisor ready to take your career to the next level? Do you want to grow within a. BlueStar business powered by Sanla...Show moreLast updated: 30+ days ago
    • Promoted
    Advancing Financial Adviser ( Somerset West )

    Advancing Financial Adviser ( Somerset West )

    Old MutualCape Town, ZA
    Job title : Advancing Financial Adviser ( Somerset West ).Job Location : Western Cape, Cape Town.Qualifications and Experience . A minimum of Matric or equivalent .A minimum 12 months’ fi...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor / Planner

    Financial Advisor / Planner

    IGrow Wealth InvestmentsCape Town, ZA
    Job title : Financial Advisor / Planner.Job Location : Western Cape, Cape Town.An exciting opportunity awaits financial advisors with South Africa’s number one investment company—a chance to transf...Show moreLast updated: 18 days ago
    • Promoted
    Aspiring Financial Adviser ( Claremont)

    Aspiring Financial Adviser ( Claremont)

    Old MutualCape Town, ZA
    Job title : Aspiring Financial Adviser ( Claremont).Job Location : Western Cape, Cape Town.Aspires to be a Financial Adviser. We are looking for self-motivated and dynamic individuals who have a pas...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisory Administrator-2

    Financial Advisory Administrator-2

    FNB South AfricaCape Town, ZA
    Job title : Financial Advisory Administrator-2.Job Location : Western Cape, Cape Town.Identify and escalates potential risks that may lead to increased costs. Prevent wastage and identify process im...Show moreLast updated: 8 days ago
    • Promoted
    Financial Advisory Administrator-1

    Financial Advisory Administrator-1

    FNB South AfricaCape Town, ZA
    Job title : Financial Advisory Administrator-1.Job Location : Western Cape, Cape Town.To provide efficient and effective administration support to financial advisors ensuring more customers and mor...Show moreLast updated: 8 days ago
    • Promoted
    Advancing Financial Adviser- CPT

    Advancing Financial Adviser- CPT

    Old MutualCape Town, ZA
    Job title : Advancing Financial Adviser- CPT.Job Location : Western Cape, Cape Town.A minimum of Matric or equivalent.A minimum 12 months’ financial services experience as a Financial Adviser.A min...Show moreLast updated: 9 days ago
    • Promoted
    Advancing Financial Adviser-CPT

    Advancing Financial Adviser-CPT

    Old MutualCape Town, ZA
    Job title : Advancing Financial Adviser-CPT.Job Location : Western Cape, Cape Town.A minimum of Matric or equivalent .A minimum 12 months’ financial services experience as a Financial Adviser&...Show moreLast updated: 30+ days ago
    • Promoted
    Commissioned Financial Adviser ( Somerset West )

    Commissioned Financial Adviser ( Somerset West )

    Old MutualCape Town, ZA
    Job title : Commissioned Financial Adviser ( Somerset West ).Job Location : Western Cape, Cape Town.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial s...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    STRUCTURED WEALTH SOLUTIONS (PTY)LTDCape Town, Western Cape, South Africa
    We’re Hiring : Financial Advisors! Earn a basic allowance + commission while helping people reach their financial goals! What’s in it for you? Basic allowance to get you started Unlimited earnin...Show moreLast updated: 30+ days ago
    • Promoted
    Aspiring Financial Adviser ( Fish Hoek)

    Aspiring Financial Adviser ( Fish Hoek)

    Old MutualCape Town, ZA
    Job title : Aspiring Financial Adviser ( Fish Hoek).Job Location : Western Cape, Cape Town.Aspires to be a Financial Adviser. We are looking for self-motivated and dynamic individuals who have a pas...Show moreLast updated: 30+ days ago
    • Promoted
    Aspiring Financial Adviser-CPT

    Aspiring Financial Adviser-CPT

    Old MutualCape Town, ZA
    Job title : Aspiring Financial Adviser-CPT.Job Location : Western Cape, Cape Town.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate e...Show moreLast updated: 30+ days ago
    • Promoted
    Commissioned Financial Adviser- CPT

    Commissioned Financial Adviser- CPT

    Old MutualCape Town, ZA
    Job title : Commissioned Financial Adviser- CPT.Job Location : Western Cape, Cape Town.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join...Show moreLast updated: 9 days ago
    • Promoted
    Aspiring Financial Adviser (Bellville)

    Aspiring Financial Adviser (Bellville)

    Old MutualBellville, ZA
    Job title : Aspiring Financial Adviser (Bellville).Job Location : Western Cape, Bellville.Aspires to be a Financial Adviser. We are looking for self-motivated and dynamic individuals who have a pass...Show moreLast updated: 30+ days ago