Job role overview

  • Date posted

    July 29, 2026

  • Closing date

    September 20, 2026

  • Hiring location

    Cape Town Western Cape

  • Experience

    10 years

Description

Are you someone who can:

  • Leverage and manage existing Independent Financial Advisory relationships
  • Establish and onboard new Independent Financial Advisor relationships
  • Achieve Invest, Insure and other business sales targets.
  • Build and manage a dynamic team of Business Management and Servicing Consultants.
  • Provide insight into internal product requirements.
  • Keep abreast of the competitor landscape.
  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate service and solutions to the Independent Financial Advisor.
  • Maximize Business Portfolio and cross sell opportunities and strengthen client relationships.
  • Translate sales strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and controls to track progress.
  • Comply with governance in terms of legislative and audit requirements.
  • Monitor costs, benefits per channel.

You will be an ideal candidate if you have:

  • Matric is required
  • A relevant degree in commerce or a related field is preferred,
  • National certificate in Certified Financial Planning (CFP) is preferred
  • Client centric with an entrepreneurial flair.
  • Have a proven sales and management track record.
  • The ability to build enduring client relationships.
  • The ability to build, manage and motivate a team of Business and Servicing Consultants.
  • The relevant Class of Business training
  • Experience in and working with Group Risk, Individual Life and Investment products.
  • At least 10 years’ experience in the financial services industry.
  • Have good attention to detail.
  • Are curious, innovative, passionate, and willing to learn.
  • Have an RE5
  • Willing to travel locally.

You will have access to:

  • Opportunities to network and collaborate
  • A challenging working environment that is progressive and agile
  • Opportunities to innovate where initiative is taken and owned end to end

We can be a match if you are:

  • Adaptable and curious
  • Analyze complex data sets
  • Thrive in a collaborative environment

End Date: July 31, 2026

How to Apply

Interested and Qualified candidates should Click here to Apply Now

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