Seeking Experienced Corporate Benefits Financial Advisor

Company Description

IWCP:
Insurance & Wealth Creation Professionals represents the next generation of insurance and wealth creation specialists, offering over 100 years of combined management experience dedicated to supporting individual success. The organization provides structured development paths, mentorship programs, and comprehensive training, making it a strong platform for both experienced advisors and new entrants. IWCP focuses on creating tailored financial plans for clients in investments, insurance, and retirement planning to build wealth and financial peace of mind.

Team members join a motivated, positive environment within the Financial Services Industry, with full training, accreditation, and licensing support. The company encourages entrepreneurial professionals who want to build profitable, client-centric advisory practices and make a meaningful impact on clients’ lives.

The Experienced Corporate Benefits Financial Advisor will provide holistic financial advisory services to corporate clients, focusing on employee benefits, investments, insurance, and retirement planning solutions. This full-time, hybrid role is based in Johannesburg, with a combination of on-site client meetings and office collaboration, as well as some work-from-home flexibility.

Day-to-day responsibilities include assessing corporate client needs, designing and presenting tailored financial and benefits strategies, and ensuring ongoing portfolio reviews and compliance with relevant regulations. The advisor will develop and maintain strong client relationships, grow and manage a professional network, and identify new business opportunities within the corporate market. The role also involves staying current with financial products, industry trends, and legislative changes, while working closely with internal teams to support operational efficiency and client service excellence.

• Demonstrated expertise in Financial Planning and Financial Advisory, with the ability to design comprehensive corporate benefits solutions.
• Strong Finance and Investments skills, including the ability to analyze portfolios and recommend suitable products for corporate and employee needs.
• Experience in Retirement Planning, with knowledge of pension, provident, and group retirement fund structures and regulations.
• Track record of building and managing an established client network, with exceptional interpersonal and relationship-management skills.
• Entrepreneurial mindset, high level of tenacity, and effective planning, organizing, and time management abilities.
• Minimum Grade 12 (Matric); a relevant tertiary qualification in Finance, Economics, Business, or a related field is advantageous.
• Clear credit record and no criminal record, with eligibility to meet regulatory and licensing requirements in the Financial Services Industry.
• Professional communication and presentation skills, with the ability to explain complex financial concepts clearly to corporate stakeholders.
• Previous experience in corporate benefits, employee benefits consulting, or financial advisory within the South African market is highly beneficial.