Description review
Financial Advisor
Sasso Consulting (Pty) Ltd · United States · back to the listing
HR standards
68/100
needs work
Title ↔ description
75/100
solid
Reads as
Sales Representative
85% confident
What this role officially is
commercial sales representative — ESCO, the EU occupation classification
Commercial sales representatives represent a company in selling and providing information on goods and services to businesses and organisations.
Also known as: field sales representative, technical and commercial sales executive, field sales executive, sales and marketing consultant, business development representative, technical and commercial sales representative
How others title the same work
Large employers
- EHR Principal Sales Executive, HCLS US Providers Amazon.com
- Channel Partner Sales Executive Canonical
- Embedded Devices Software Solution Sales Account Manager Canonical
- Embedded Devices Software Solution Sales Manager (APAC) Canonical
- Embedded Devices Software Solution Sales Manager (Americas) Canonical
Startups
- Account Executive (Full Cycle) AviaryAI
- Founding GTM / AEs Balance
- Business Development / Sales Intern Blaze
- Sales Intern Blaze
- Account Executive Blee
What the listing never says
- 69 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
Financial Advisor
Nationwide Opportunity | South Africa | Fully Remote with Office Access Available
About the Opportunity
An established financial services franchise is seeking ambitious, entrepreneurial Financial Advisors across South Africa to join a growing advisory practice.
This opportunity is ideal for self-motivated professionals who are passionate about helping clients achieve their financial goals while building their own successful advisory business with the support of an established financial services organisation.
Successful candidates will have access to extensive training, specialist support, back-office assistance, and a comprehensive suite of financial solutions including investments, risk products, short-term insurance, and home loan solutions.
Key Responsibilities
• Build and maintain long-term client relationships.
• Conduct financial needs analyses and provide suitable financial solutions.
• Advise clients on:
• Investments
• Life and Risk Insurance
• Group Risk Solutions
• Short-Term Insurance
• Home Loan Solutions
• Develop and manage a sustainable client portfolio.
• Generate new business through networking, referrals, and prospecting activities.
• Ensure compliance with FAIS and regulatory requirements.
• Maintain accurate client records and documentation.
• Participate in ongoing training and professional development initiatives.
Support & Resources
Successful advisors will receive access to:
• Dedicated back-office support.
• Underwriting assistance.
• Medical booking coordination during underwriting processes.
• Investment Specialists.
• Risk Specialists.
• Business Enablement Specialists.
• Product and systems training.
• Ongoing coaching and mentorship.
• Refresher training programmes.
• Office facilities available when required.
• Flexible remote working environment.
Training & Development
A structured onboarding programme includes:
• Product Training
• Risk Training
• Investment Training
• Systems Training
• Ongoing Professional Development
• Specialist Coaching & Support
All accreditation and onboarding requirements must be completed before advisors receive their mandate to begin advising clients.
Minimum Requirements
Qualifications & Regulatory Requirements
• Matric (Grade 12)
• RE5 Qualification
• COB (Class of Business) 3 & 7
• CPD requirements up to date
• Clean ITC Record
• Clear Criminal Record
Essential Skills & Attributes
• Strong networking and relationship-building skills.
• Entrepreneurial mindset.
• Self-disciplined and self-managed.
• Strong communication and presentation skills.
• Business development and sales ability.
• Professional and client-focused approach.
• Ability to work independently and remotely.
Working Environment
• Fully remote position.
• Candidates may be based anywhere in South Africa.
• Office facilities available if required.
• Own laptop required.
• Dedicated home office setup required.
• Self-managed work environment.
Remuneration & Benefits
Starter Allowance
To support advisors during onboarding and training:
• Guaranteed Starter Allowance of R25,000 per month for the first 2 months.
• Paid while completing onboarding, accreditation and training requirements.
• Allows advisors to focus on building their practice and completing training without immediate production pressure.
Rewards & Recognition
High-performing advisors may qualify for:
• Quarterly recognition programmes.
• Local and regional incentive events.
• Golf days and networking events.
• Domestic incentive trips.
• International incentive trips.
• Additional ad hoc performance rewards.
Career Growth
This opportunity provides the ability to:
• Build your own advisory practice.
• Develop long-term recurring income streams.
• Grow assets under management.
• Access specialist support teams.
• Participate in a growing national financial services business
Ideal Candidate
We are looking for individuals who:
• Want to build a successful long-term career in financial services.
• Are motivated
• Enjoy building relationships and networking.
• Are coachable and willing to learn.
• Thrive in an entrepreneurial environment.
• Can work independently and take ownership of their success.
Originally posted on Himalayas
Nationwide Opportunity | South Africa | Fully Remote with Office Access Available
About the Opportunity
An established financial services franchise is seeking ambitious, entrepreneurial Financial Advisors across South Africa to join a growing advisory practice.
This opportunity is ideal for self-motivated professionals who are passionate about helping clients achieve their financial goals while building their own successful advisory business with the support of an established financial services organisation.
Successful candidates will have access to extensive training, specialist support, back-office assistance, and a comprehensive suite of financial solutions including investments, risk products, short-term insurance, and home loan solutions.
Key Responsibilities
• Build and maintain long-term client relationships.
• Conduct financial needs analyses and provide suitable financial solutions.
• Advise clients on:
• Investments
• Life and Risk Insurance
• Group Risk Solutions
• Short-Term Insurance
• Home Loan Solutions
• Develop and manage a sustainable client portfolio.
• Generate new business through networking, referrals, and prospecting activities.
• Ensure compliance with FAIS and regulatory requirements.
• Maintain accurate client records and documentation.
• Participate in ongoing training and professional development initiatives.
Support & Resources
Successful advisors will receive access to:
• Dedicated back-office support.
• Underwriting assistance.
• Medical booking coordination during underwriting processes.
• Investment Specialists.
• Risk Specialists.
• Business Enablement Specialists.
• Product and systems training.
• Ongoing coaching and mentorship.
• Refresher training programmes.
• Office facilities available when required.
• Flexible remote working environment.
Training & Development
A structured onboarding programme includes:
• Product Training
• Risk Training
• Investment Training
• Systems Training
• Ongoing Professional Development
• Specialist Coaching & Support
All accreditation and onboarding requirements must be completed before advisors receive their mandate to begin advising clients.
Minimum Requirements
Qualifications & Regulatory Requirements
• Matric (Grade 12)
• RE5 Qualification
• COB (Class of Business) 3 & 7
• CPD requirements up to date
• Clean ITC Record
• Clear Criminal Record
Essential Skills & Attributes
• Strong networking and relationship-building skills.
• Entrepreneurial mindset.
• Self-disciplined and self-managed.
• Strong communication and presentation skills.
• Business development and sales ability.
• Professional and client-focused approach.
• Ability to work independently and remotely.
Working Environment
• Fully remote position.
• Candidates may be based anywhere in South Africa.
• Office facilities available if required.
• Own laptop required.
• Dedicated home office setup required.
• Self-managed work environment.
Remuneration & Benefits
Starter Allowance
To support advisors during onboarding and training:
• Guaranteed Starter Allowance of R25,000 per month for the first 2 months.
• Paid while completing onboarding, accreditation and training requirements.
• Allows advisors to focus on building their practice and completing training without immediate production pressure.
Rewards & Recognition
High-performing advisors may qualify for:
• Quarterly recognition programmes.
• Local and regional incentive events.
• Golf days and networking events.
• Domestic incentive trips.
• International incentive trips.
• Additional ad hoc performance rewards.
Career Growth
This opportunity provides the ability to:
• Build your own advisory practice.
• Develop long-term recurring income streams.
• Grow assets under management.
• Access specialist support teams.
• Participate in a growing national financial services business
Ideal Candidate
We are looking for individuals who:
• Want to build a successful long-term career in financial services.
• Are motivated
• Enjoy building relationships and networking.
• Are coachable and willing to learn.
• Thrive in an entrepreneurial environment.
• Can work independently and take ownership of their success.
Originally posted on Himalayas