Sales & Advisory Executive

Recruiter:

Stonebridge HR Solutions

Job Ref:

Pta000415/VLR

Date posted:

Thursday, January 15, 2026

Location:

Centurion, South Africa

Salary:

Market Related

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.

Similar jobs you might be interested in:

Sales & Advisory Executive
Location: Centurion
Salary: Market Related
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 bran...
1 day ago

INSURANCE: COMPLIANCE OFFICER
Location: Johannesburg
Salary: Market related
This role is pivotal in developing, implementing, and managing compliance programs.
5 days ago

Marketing Manager – Rx
Location: Johannesburg
Salary:
70 days ago

Property Finance Consultant
Location: Pretoria
Salary: R15K per month
Future Careers is recruiting a Property Finance Consultant for a leading home finance institution. The successful candidate will be responsible for proactively sourcing and assisting prospective home loan clients through needs-based selling.
7 days ago

Business Development Consultant
Location: Johannesburg
Salary:
Our client is looking for a Business Development Consultant to join their team part-time or full-time in Bedfordview
9 days ago

Real Estate Agent (Hybrid)
Location: Johannesburg
Salary:
Our client is looking for a Real Estate Agent to join their team in Bedfordview.
9 days ago

Recruitment Consultant
Location: Johannesburg
Salary:
Recruitment ConsultantWhere Ambition Meets OpportunityNetwork Recruitment offers more than just a role — we provide a platform for high performers to build meaningful, long-term careers. As part of a reputable JSE-listed group, we partner with South Africa’s leading organisations to deliver specialist recruitment solutions across key industries. Due to continued growth, we are seeking ...
29 days ago

Sales & Business Development Specialist
Location: Johannesburg
Salary: Market-Related
A specialised non-life insurance provider offering bespoke risk solutions across South Africa''s commercial sector
29 days ago

Senior Paraplanner
Location: Johannesburg
Salary:
38 days ago

Wealth Planner
Location: Johannesburg
Salary:
64 days ago

Sales & Advisory Executive

Similar jobs you might be interested in:

Jobseekers

Recruiter

General