Recruite Agency
Your Mission
- Help South Africans achieve financial independence by delivering holistic financial advice and tailored investment solutions.
- Generate and manage your own leads through prospecting, networking, and relationship-building.
- Conduct financial needs analyses and develop bespoke financial plans using a proven 6-step financial planning process.
- Provide expert guidance across life insurance, retirement planning, savings, and investment portfolios.
- Maintain long-term client relationships through regular portfolio reviews and lifetime financial planning and wealth management.
This Role is Perfect for You If You Are:
- Sales-oriented with a passion for helping people succeed financially.
- Naturally entrepreneurial with the ambition to run your own client portfolio.
- A self-starter who thrives in performance-driven environments.
- Digitally savvy, professional, and confident in engaging with clients across multiple channels.
What You’ll Need to Succeed:
- Matric (Grade 12)
- 3+ years’ work experience (Sales, Customer Service, or similar preferred)
- Valid driver’s licence and own reliable car
- Clear credit and criminal record
- Strong communication and interpersonal skills
- High levels of resilience, drive, and accountability
- Willingness to study toward FAIS regulatory compliance and achieve relevant certifications