Current Opportunities at IWCP : Insurance & Wealth Creation Professionals

Key Responsibilities:

• Expand and manage a network of high-value clients.
• Schedule and lead client consultations.
• Conduct in-depth financial needs analyses.
• Offer expert advice and tailor financial solutions to client needs.

What We’re Looking For:

• Matric Certificate or equivalent.
• Your Own Reliable Vehicle (non-negotiable!) and a laptop.
• Clean criminal record and satisfactory credit history.

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Role Description

• This is a full-time hybrid role for a Financial/ Wealth Planner at IWCP in Polokwane. As a Financial/ Wealth Planner, you will be responsible for providing financial planning services to clients, managing investments and ensuring financial security through insurance solutions. The role involves developing and implementing personalized financial plans, conducting investment research, analyzing financial data, and delivering financial advice. Some remote work is accepted. 100% Commission only position.

Qualifications

• A reliable car
• A laptop
• Knowledge of Finance and Insurance
• Exceptional interpersonal skills
• Tenacity and effective planning, organizing, and time management skills.
• Entrepreneurial mindset
• An established client networks.
• Tertiary qualification (advantageous)
• Clear credit record, with no criminal record
   

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Role Description

• This is a full-time hybrid role as a Financial Advisor at IWCP. As a Financial Advisor, your day-to-day tasks will include providing financial planning advice, assisting clients with their finances, and developing customized financial plans. You will also be responsible for retirement planning, investment recommendations, and offering financial advisory services. This role is located in Johannesburg, with flexibility for some remote work.

Qualifications 

• Excellent interpersonal skills
• An entrepreneurial mindset
• Effective planning, organizing, and time management skills
• An established client network
• Grade 12 (Matric) or Tertiary qualification
• Clear credit record and no criminal record
• Industry experience is a plus, but not required
• Own vehicle with valid driver’s license 
• Own laptop

go to method of application »

Role Description

• This is a full-time hybrid role as a Financial Advisor at IWCP. As a Financial Advisor, your day-to-day tasks will include providing financial planning advice, assisting clients with their finances, and developing customized financial plans. You will also be responsible for retirement planning, investment recommendations, and offering financial advisory services. This role is located in Johannesburg, with flexibility for some remote work.

Qualifications :

• Excellent interpersonal skills
• An entrepreneurial mindset
• Effective planning, organizing, and time management skills
• An established client network
• Grade 12 (Matric) or Tertiary qualification
• Clear credit record and no criminal record
• Industry experience is a plus, but not required
• Own vehicle with valid drivers license 
• Own laptop 

go to method of application »

What We’re Looking For:

• Experience: 3-5 years of proven success as a Financial Advisor.
• Leadership Aspirations: A dream of becoming a Unit Leader or owning your own sub-franchise.
• Mentorship Goals: A passion for guiding and mentoring other advisors.
• Established Success: You’ve built a substantial client base and want to expand your impact.

Minimum Requirements:

• Education: A bachelor’s degree (a postgraduate diploma in financial planning will be advantageous).
• Regulatory Status: Off supervision with a proven track record of compliance.
• Transportation: A reliable car to meet with clients and attend engagements.
• Work Style: Comfortable working on a commission-based structure.
• Location: Based in Johannesburg and familiar with the market.