Sales & Advisory Executive

Key Responsibilities: Proactively engage with individuals and business clients to understand financial goals and introduce tailored solutions. Build and manage your own client portfolio through prospecting, networking, and referrals. Develop holistic strategies across investment, risk, retirement, and wealth creation in collaboration with internal experts. Conduct regular financial needs analyses and provide ongoing client support. Maintain high levels of service excellence and long-term client relationships. Minimum Requirements: Matric certificate (required). Own laptop, reliable vehicle and valid drivers licence (essential). Tertiary qualification preferred (e.g., BCom, LLB, or similar). Experience in sales, business development, or relationship management is advantageous. Fluent in English (Afrikaans is a plus). Why This Role? Competitive salary performance-based incentives. Ongoing training, support, and real career growth. A high-energy team and a chance to make real impact Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.