Sales & Advisory Executive

Recruiter:

Stonebridge HR Solutions

Job Ref:

Pta000297/VLR

Date posted:

Friday, June 6, 2025

Location:

Centurion, South Africa

SUMMARY:
Are you a natural relationship-builder who thrives on helping people grow financially?
Join a forward-thinking financial services firm as a Sales & Advisory Executive. This is a client-facing, advisory-focused role where you’ll help individuals, professionals, and business owners plan and secure their financial futures—all while building a rewarding career backed by a respected brand.

POSITION INFO:
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 driver’s 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.

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