Sales Representative – Client Advisory

While sales is an important part of what we do, we believe that a meaningful career is built on more than numbers. We value integrity, humility, resilience, responsibility and genuine relationships. We are looking for people who want to grow not only professionally, but also personally.

💼 What You’ll Do

• Build genuine, long-term relationships with clients
• Understand clients' needs and recommend suitable financial solutions
• Conduct client meetings and presentations
• Develop new business through referrals, networking and relationship building
• Provide ongoing service and support to clients
• Learn and develop your skills in financial planning and client advisory
• Participate in seminars, networking and community engagement activities
• Work closely with a team where we support and challenge one another to grow

🌱 The Kind of Person We Value

We don't expect anyone to have everything figured out.

More importantly, we look for people who are:

• Relational – you care about people beyond what they can do for you
• Resilient – you can walk through difficult seasons without giving up
• Teachable – you are willing to receive feedback and reflect on yourself
• Responsible – you take ownership of your decisions and commitments
• Integrity-driven – you do the right thing even when it is not the easiest option
• Others-minded – you value teamwork and are willing to contribute to something bigger than yourself
• Growth-oriented – you see challenges as opportunities to learn and mature

We are particularly interested in how people respond when things become difficult — whether professionally, personally or relationally.

We believe character is often revealed not when everything is going well, but in how we respond when things don't go according to plan.

💰 What We Offer

• Basic monthly pay
• Performance incentives and career progression opportunities
• Structured training and mentorship
• Opportunities to build your own client relationships
• Exposure to financial planning, wealth management and estate planning
• A supportive team environment
• Opportunities to grow into senior advisory and leadership roles

🙌 More Than a Sales Career

Financial services gives us the opportunity to walk alongside people through some of the most important decisions in their lives — their families, finances, businesses and futures.

We want to build a team where success is not measured only by what we achieve, but also by how we achieve it and who we become along the way.

If you are looking for a career where you can grow in competence, character and relationships, we'd love to hear from you.

No financial-services experience is required. Training and mentorship will be provided.

Send us your CV and a short introduction about yourself, your experience and what you are looking for in your next career opportunity.