Financial Planner

Surex; KwaZulu-Natal; On-site; ZAR 240,000 - 480,000; Full time

Benefits offered by this job

Full training on sales and planning

100% commission

Professional development

Job summary

SureX Insurance in Durban seeks a Financial Planner to work with clients, understand their goals, and develop comprehensive financial plans focused on life insurance products. You will build lasting client relationships and provide ongoing guidance as markets evolve.

The role emphasizes strong analytical and interpersonal skills, independence, and the ability to manage multiple client relationships. A matric or higher is common, with RE5/RE1 preferred, and a valid vehicle and clear record are

Qualifications

• Experience in the Insurance industry, Banking industry or Financial industry.
• Excellent analytical, communication, and interpersonal skills.
• Ability to work independently and manage multiple client relationships.
• RE5 or RE1.
• Laptop and cellphone.
• Clear credit and criminal record.
• Own vehicle with drivers license.
• Matric.
• NQF6 qualification (Advantageous).

Responsibilities

• Conduct thorough financial assessments for clients to determine their current financial situation and future goals.
• Develop personalized financial plans that incorporate our insurance options.
• Monitor clients' financial progress and make adjustments to their plans as needed.
• Provide ongoing financial education and guidance to clients.
• Stay up-to-date on market trends to provide clients with the most relevant advice.
• Maintain accurate records of all client interactions and financial plans.

Skills

Analytical skills

Communication skills

Interpersonal skills

Independent work

Education

Matric

NQF6 qualification

Job description

Job Title: Financial Planner

Location: Durban

Company: SureX Insurance

Job Type: Full-time

Job Summary

The financial planner will work closely with clients to understand their financial goals and objectives, and develop comprehensive financial plans to help them achieve those goals. The ideal candidate will have a strong understanding of life insurance products as well as excellent interpersonal skills to build and maintain relationships with clients.

Requirements

• Experience in the Insurance industry, Banking industry or Financial industry.
• Excellent analytical, communication, and interpersonal skills.
• Ability to work independently and manage multiple client relationships.
• Matric
• RE5 or RE1.
• NQF6 qualification and higher(Advantageous).
• Own vehicle with drivers license.
• Clear credit and criminal record.
• Laptop and cellphone.

Responsibilities

• Conduct thorough financial assessments for clients to determine their current financial situation and future goals.
• Develop personalized financial plans that incorporate our insurance options.
• Monitor clients' financial progress and make adjustments to their plans as needed.
• Provide ongoing financial education and guidance to clients.
• Stay up-to-date on market trends to provide clients with the most relevant advice.
• Maintain accurate records of all client interactions and financial plans.

Salary and Benefits

• Full training on sales, products and financial planning.
• 100% commission structure (uncapped).
• Opportunities for professional development and continuing education