Experienced Financial Advisor

May-San Financial Services; Durban; Hybrid; ZAR 288,000 - 352,000; Full time

Benefits offered by this job

Upfront Commission

Monthly Commission

Offshore and onshore conventions

Quarterly regional dinners

Product competitions

Ad-hoc getaways

Flexible payout frequency

Job summary

May-San Financial Services in Durban seeks an Experienced Financial Advisor for a full-time hybrid role. You will assess clients, design tailored financial plans, conduct analyses, and provide ongoing advice to help clients achieve their financial goals.

The position requires CFP certification (preferred), RE5/ NQF5 progress, and at least 1 year in insurance sales. A driver’s license, laptop, and own vehicle are needed. Excellent remuneration and incentives are offered.

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.

Responsibilities

• Provide comprehensive financial planning services as part of daily tasks.
• Assess clients' financial situations and develop tailored financial plans.
• Conduct financial analysis and provide ongoing advice and support to help clients meet objectives.
• Support clients in retirement, risk and investment planning.

Skills

Analytical skills

Problem-solving

Interpersonal communication

Teamwork

Independent work

Education

CFP certification

RE5

NQF5 qualification

Job description

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:

• 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

• 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