Financial Advisor
Join LeBon Consulting, an authorised Financial Services Provider (FSP No. 52013), as a commission-only Financial Advisor. Build your client base under our FAIS licence with access to leading insurers, modern digital onboarding tools, AI-enabled KYC support, and full compliance and Key Individual supervision.
About the role
LeBon Consulting (Pty) Ltd is an authorised Financial Services Provider, FSP No. 52013, regulated under the Financial Advisory and Intermediary Services (FAIS) Act. We are looking for a new generation of tech-oriented Financial Advisors to join our growing advisory team on a commission-only basis. We are looking for ambitious, client-focused individuals with strong interpersonal skills, a passion for sales, and a genuine interest in helping South Africans improve their financial wellness. As a Financial Advisor at LeBon Consulting, you will be appointed as a representative under our FSP licence (FSP 52013) and will operate under the oversight of our Key Individual. You will have access to a broad range of financial services products from leading insurance and financial services groups, including Sanlam, Old Mutual, Momentum, Discovery, and selected niche non-life insurers such as King Price, SAU underwritten by Centriq, Auto & General, ABSA, MiWay and others. We provide modern, automated client onboarding systems with AI, KYC and compliance support built in, all operating within our FSP 52013 regulatory framework, allowing you to focus on what matters most: building relationships, advising clients and growing your income.
What you'll be working on
- Identifying and engaging prospective clients
- Providing needs-based financial advice and product recommendations
- Promoting financial wellness and protection solutions to individuals, families and businesses
- Building and managing your own client portfolio
- Using digital tools to onboard clients efficiently
- Working with LeBon Consulting's compliance and administration support processes
- Operating as a representative under FSP 52013 and maintaining fit and proper requirements
- Growing your advisory practice through sales, referrals and client relationships
- Prospect for new clients and generate your own sales opportunities.
- Engage clients to understand their financial needs, goals, risks and protection gaps.
- Recommend suitable financial services products across life insurance, funeral cover, investments, short-term insurance, employee benefits and related solutions.
- Build long-term client relationships based on trust, professionalism and service.
- Use LeBon Consulting's digital onboarding, KYC and client management systems to submit and manage applications.
- Maintain accurate client records and ensure required documentation is completed.
- Operate as an appointed representative under LeBon Consulting's FSP licence (FSP 52013), working within our compliance framework and FAIS regulatory processes.
- Meet agreed sales, activity and client service targets.
- Minimum Matric and Regulatory Exam 5
- Strong interpersonal and communication skills.
- Fit and proper in terms of the FAIS Act, or willing to work towards meeting the fit and proper requirements for appointment as a representative under FSP 52013.
- Professional, self-motivated and target-driven.
- Comfortable using technology, digital onboarding platforms and client management tools.
- Ability to build and maintain client relationships.
- High level of integrity, accountability and client confidentiality.
- Willingness to work on a commission-only remuneration structure.
- Previous experience in financial advice, insurance sales, banking, investments or short-term insurance.
- RE5 Representative qualification, or progress towards the relevant regulatory examinations.
- Existing client network or referral base.
- Experience selling life insurance, funeral cover, investments, short-term insurance or employee benefits.
- Knowledge of South African financial services products and FAIS regulatory requirements.
- FAIS credits or a relevant financial services qualification recognised by the FSCA.
Accreditation & compliance
LeBon Consulting (Pty) Ltd is an authorised Financial Services Provider, FSP No. 52013, regulated by the Financial Sector Conduct Authority (FSCA) under the FAIS Act. Successful candidates will be appointed as representatives under FSP 52013 and may be required to render services under supervision until all fit and proper requirements are met.