Financial Advisor at Phakisa Group

Overview

• We are seeking ambitious, entrepreneurial Financial Advisers with a proven track record in long-term insurance sales and holistic financial planning. The ideal candidate is client-focused and motivated by a high-performance, commission-based environment.

Required Qualifications & Experience

Academic & Regulatory Requirements

• Bachelor's Degree in Finance, Business, Commerce, or a related field, or a minimum NQF Level 5 qualification
• Successfully completed RE5
• Currently employed in the financial services industry, actively selling long-term insurance products

Industry Experience

• Minimum 2 years' experience as a Financial Adviser or Financial Planner
• Demonstrated success in building and managing a client portfolio
• Understanding of the full financial planning landscape:
• Risk Planning
• Investments
• Healthcare Solutions
• Banking
• Short-Term Insurance
• Life Assurance
• Estate Planning

Performance Indicators

• Minimum 85% average policy persistency
• Consistent achievement of sales and production targets
• Strong referral and relationship-building capability
• Proven ability to provide holistic financial advice

Personal Attributes
Demographics

• Preferred age range: 28 - 40 years
• Gauteng based / 100 Km radius from Sandton Head Office

Lifestyle & Cultural Fit-The ideal candidate demonstrates an active, achievement-driven lifestyle and values personal growth, health, and community involvement. Examples include:

• Hiking
• Cycling
• Gym/Fitness Activities
• Golf
• Community Engagement and Networking Activities

Behavioural Competencies

• Entrepreneurial mindset
• Strong business development skills
• Self-motivated and disciplined
• Excellent communication and relationship-building abilities
• Professional and client-centric approach
• Results-driven with a passion for financial planning and wealth creation