Department: Field Sales

Employment Type: Permanent Contract, Full-Time, Hybrid

About LifeCheq (Recruiting Partner)

LifeCheq is a South African financial advisory and fintech company providing holistic, goal-based, and fully independent financial advice. Our mission is to empower individuals, professionals, and business owners to achieve financial freedom, from savings and insurance to investment and retirement planning.

Beyond our own advisory network, we proudly partner with select financial practices and franchise groups to strengthen their operations, expand their teams, and enhance client experience. Through this partnership model, LifeCheq recruits top-tier advisers for reputable firms across South Africa, ensuring that both advisers and clients benefit from world-class technology, compliance systems, and growth support.

About Legal Wise Financial Services

LifeCheq is recruiting on behalf of Legal Wise Financial Services, a growing financial advisory practice built on integrity, client trust, and performance excellence, offering personalised financial solutions that empower clients to meet their long-term goals. This opportunity allows experienced advisers to join a practice that combines structure, systems, and support required for sustainable success.

About the Role

Are you a dynamic and driven individual with a passion for sales? Do you thrive in a fast-paced environment where your efforts directly impact success? If so, we want you to join our team as a Financial Adviser at Legal Wise Financial Services.

This role offers the best of both worlds: the independence of running your own client base with the backing of LifeCheq's powerful technology, marketing tools, and operational support. You'll have access to a digital-first advisory platform, supportive lead generation, and ongoing professional development, all designed to help you focus on what you do best — building relationships and providing exceptional financial advice.

Key Responsibilities

• Acquire, engage, and retain clients through personalised financial planning
  

• Conduct detailed financial needs analyses and develop tailored strategies
  

• Promote and sell a range of financial products (risk, retirement, legal and funeral cover)
  

• Deliver ongoing service and portfolio reviews to ensure client satisfaction
  

• Adhere to FAIS and FSCA regulations at all times
  

• Manage client onboarding, documentation, and compliance through LifeCheq's digital platform
  

• Maintain accurate client records and uphold regulatory and company standards
  

• Consistently meet and exceed growth and retention targets
  

Requirements

Qualifications and Experience Required

• Grade 12 (Matric) or equivalent — non-negotiable
  

• RE5 Certification — non-negotiable
  

• Recognised qualification: Wealth Management (NQF Level 5) or FAIS-accredited (minimum 120 credits)
  

• Completed Class of Business — Generic, COB1 (Short-Term Insurance – Personal Lines), COB3 (Long-Term Insurance – Life), COB7 (Investments)
  

• Valid DOFA (Date of First Appointment)
  

• Minimum 1–3 years' experience as a Financial Adviser or in financial services sales, with field (face-to-face) sales experience
  

• Fit and Proper compliant (honesty, integrity, and good standing)
  

• Clear criminal and credit record
  

• Valid driver's licence and own reliable transport
  

• Based in Gauteng and willing to travel
  

As a Financial Adviser, You Must Be

• Skilled in the art of persuasion and able to effectively communicate the purpose and benefits of our products
  

• Customer-focused and skilled at building genuine rapport through effective communication
  

• Passionate about sales, hungry for success and ready to make a difference
  

• Able to approach potential clients with professionalism and charm, leaving a lasting impression through engaging interactions
  

• Results-oriented, highly self-disciplined, and exceptionally motivated to achieve and exceed set targets
  

• Enthusiastic in attending set appointments, able to handle pressure, and resilient
  

Key Competencies

• Strong sales and negotiation skills
  

• Client-focused approach
  

• Good communication and interpersonal skills
  

• High level of professionalism and ethical conduct
  

Benefits

Why Join Legal Wise Financial Services

Technology-Enabled Distribution Platform -to increase adviser productivity, improve customer experience, and enhance compliance

Efficient Market Access - access to existing client relationships and worksite distribution opportunities, reducing prospecting burden

Competitive Products - best-of-breed products while maintaining cost advantages of proprietary products where appropriate

Continuous Development - tailored training, mentorship, and sales coaching

Support & Infrastructure - tablet, management support, office space, compliance support, training etc.

Financial Stability with Higher Income Potential -basic salary throughout tenure plus commission and annual bonuses

Remuneration

Fixed CTC + commission & ompany benefits