Job Description

About the Role

As a Financial Advisor with the Ingonyi team, you will play a key role in empowering individuals, families, and businesses to achieve their financial goals. You will provide trusted financial advice, build strong client relationships, and tailor solutions that create long-term value. This role requires entrepreneurial drive, resilience, and a passion for making a difference in people's lives.

Key Responsibilities

Build and maintain strong, long-term relationships with clients. Conduct financial needs analyses to identify suitable solutions. Advise clients on investment, savings, retirement, insurance, and estate planning options. Develop personalized financial plans aligned with clients' goals. Stay up to date with financial products, market trends, and regulatory requirements. Prospect and acquire new clients through networking, referrals, and community engagement. Provide ongoing client service, ensuring consistent communication and support. Work collaboratively within the Ingonyi team to achieve individual and team targets.

Required Skills & Competencies

Strong interpersonal and communication skills. Entrepreneurial mindset with a drive for growth. Ability to build trust and foster long-term client relationships. Analytical and problem-solving skills. Resilience, adaptability, and a solutions-oriented attitude. Self-motivated with excellent time management skills.

Qualifications & Experience

Grade 12 / Matric (minimum). Relevant tertiary qualification in finance, business, or related field (advantageous). Regulatory Exam (RE5) and Class of Business. FAIS-compliant. Previous experience as a financial advisor in the government sector is a must.

Why Join the Ingonyi Team?

Be part of a dynamic and visionary team under the Sanlam Group. Access to ongoing training, mentorship, and career development. Competitive commission-based earning potential with incentives. Opportunity to make a lasting impact in people's lives and communities. A culture that values people, professionalism, and philanthropy.
Job Type: Full-time

Application Question(s):

Do you have experience as a financial advisor in the government sector working at worksites? Do you have your RE5?
Work Location: In person