Experienced Financial Advisor

May-San Financial Services; Durban; Hybrid; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services agency in Durban seeks an Experienced Financial Advisor to provide comprehensive financial planning services. This full-time hybrid role offers flexibility with duties including assessing financial situations and developing tailored plans. The ideal candidate should have strong analytical and interpersonal skills, minimum one year of selling insurance experience, and the CFP certification is a plus. Excellent remuneration packages, commissions, and ongoing support are provided, making this an appealing opportunity for driven professionals.

Benefits

Training Allowance

Upfront Commission

Monthly Commission

Bonuses and Incentives

Flexible Payment Frequency

Access to leads and tools

Administrative support

Qualifications

• Minimum of 1 year of experience selling insurance.
• Proven track record of earning over R300 000 per annum.
• Must have up-to-date CPD points and Regulatory Exam (RE5).
• A driver's license, laptop, and own vehicle are required.

Responsibilities

• Provide comprehensive financial planning services.
• Assess clients' financial situations and develop tailored financial plans.
• Conduct financial analysis and provide ongoing advice to clients.

Skills

Financial Planning

Financial Advisory

Analytical skills

Interpersonal skills

Communication skills

Teamwork

Education

Certification as a CFP

NQF5 qualification

Job description

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May-San Financial Services, an Old Mutual Agency franchise, provides advisors with a structured roadmap to success, enhancing client outcomes through greater efficiencies and superior support. Operating under the OM FSP License, May-San Financial Services equips advisors with the top-tier resources, tools, and advice backed by Old Mutual’s esteemed reputation as South Africa’s leading financial services provider. This entrepreneurial environment allows franchisees the freedom to define their ethos while benefiting from substantial guidance, support, and the latest technology-driven business processes.

Role Description

This is a full-time hybrid role for an Experienced Financial Advisor, based in Durban with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services. Daily tasks will include assessing clients' financial situations, developing tailored financial plans, conducting financial analysis, and providing ongoing advice and support to help clients meet their financial objectives.

Qualifications

• Proficiency in Financial Planning and Financial Advisory
• Experience in Retirement, Risk & Investment Planning
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Ability to work independently and in a team
• Certification as a CFP (Certified Financial Planner) is a plus
• Have a minimum of 1 year of experience selling insurance
• Have a proven track record of earning over R300 000 per annum.
• Have up-to-date CPD points and Regulatory Exam (RE5), either have or are working towards their NQF5 qualification.
• Have a driver’s license, laptop, and own vehicle.

What we offer

Excellent remuneration and commission structure which includes:

• A Training Allowance
• Upfront Commission on Sales and updates.
• Monthly Commission on short-term and medical aid products.
• Bonuses and Incentives including:
  • Offshore and onshore conventions for you and your spouse
  • Quarterly regional dinners
  • Product competitions and ad-hoc getaways
  • Franchise Getaways
  • Franchise Incentives
• Flexible Payment Frequency: weekly, fortnightly, or monthly payouts directly from Old Mutual.

Business made easy

• Paperless business operations with internet-based submissions, tracking, and e-signatures.
• Access to leads, cutting-edge tools, and ongoing innovation to stay ahead of the curve.
• Work from anywhere—no office-bound restrictions.
• Access to centralised office facilities, unlimited internet access, and parking —all at no extra cost.

Administrative and specialist support

• Access to a dedicated branch administrator and regional branch support.
• Support from risk, wealth, investment, PCS, Old Mutual Insure, short-term insurance and medical aid specialists, as well as a legal adviser.
• Access to a System Specialist and Product Trainers

Please forward CV and supporting documents (incl DOFA report) to [e-mail]

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