Financial Advisor

Service Pay; Durban; Remote; ZAR 200,000 - 300,000; Full time

Job summary

A fast-growing financial services company in Durban is seeking Financial Advisers to join their team. This role offers a lucrative commission structure, with mentoring and training provided for newcomers. No extensive experience is required, but candidates should possess strong interpersonal skills and a basic understanding of the Financial Insurance industry. Opportunities for remote work are available within South Africa.

Benefits

Lucrative commission structure

Mentorship and training provided

Qualifications

• Must have own transport.
• Laptop or Tablet is compulsory.
• Own Data/minutes (out of the office) required.
• Must not have a criminal record.
• Must not be under debt review.

Responsibilities

• Conduct Policy and Benefit reviews to identify client needs.
• Perform Financial Needs Analysis before recommending portfolio changes.

Skills

Professional & Confident

Quick learner

Strong personality

Understanding of the Financial Insurance industry

Education

Matric

RE 5 qualification

Class of Business certificates

Job description

Overview

We are seeking Financial Advisers to join our growing Service Pay Team, which allows you to "write your own cheque" as it has a lucrative commission structure.

Service Pay (PTY) LTD is privately owned and based in Durban, Umhlanga, however, advisers can work remotely and outside of Kwa-Zulu-Natal region, within South Africa.

No extensive experience is required as you will be mentored by qualified advisers and training will be provided.

Responsibilities

• The role involves Policy and Benefit reviews to identify client needs and ensure that clients are always aware of product enhancements that may benefit their existing or new need.
• The adviser will need to also conduct a Financial Needs Analysis and/or clients risk appetite before recommending any changes to their existing portfolio.

Qualifications & Requirements

• Professional & Confident
• Quick learner
• Strong personality with the ability to build rapport easily.
• Matric
• 12 months experience in sales
• RE 5 qualification (if applicable)
• Understanding of the Financial Insurance industry
• Class of Business certificates (if applicable, if you have been in the financial service industry)
• Own transport
• Laptop or Tablet is compulsory
• Own Data/minutes (out of the office)
• No criminal record
• Not under debt review

Please email your CV to [e-mail] if you meet the minimum requirements and we will contact you to set an interview. If you are not based in the KZN region, interviews can be done via Microsoft Teams.