Financial Planners

Lonfin Group; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm is seeking a Financial Planner to establish and maintain a client base. Candidates should have extensive sales experience or at least 12 months in the insurance industry. This full-time position offers extensive training, mentorship, and a competitive remuneration model, requiring a tertiary qualification and a valid driver's license.

Benefits

Extensive training and development

Ongoing support from a professional team

Highly competitive remuneration model

Qualifications

• Must have extensive sales experience or at least 12 months in the insurance industry.
• Tertiary qualification is highly advantageous.
• Having a driver's license and own vehicle is required.

Responsibilities

• Establish and maintain a client base.
• Build a profitable practice.
• Provide professional advice to clients.

Skills

Extensive sales experience

Insurance industry experience

Client relationship management

Education

Tertiary qualification

Job description

Financial Planner Positions

Are you an ambitious self-starter? It's time to partner with us to take your career to the next level.

The position is open to candidates with an extensive sales track record or at least 12 months of experience in the insurance industry.

We offer extensive training and development that culminates in an industry‑specific postgraduate qualification, ongoing support from a professional specialist team, a strong mentorship environment, a highly competitive remuneration model, and technical support.

Responsibilities

• Establish and maintain a client base
• Build a profitable practice
• Provide professional advice to clients

Qualifications

• Extensive sales experience or insurance industry experience
• Tertiary qualification (highly advantageous)
• Driver's license and own vehicle

Location

Pietermaritzburg, New Castle, Ladysmith & surrounding areas (also available in Durban).

Seniority level

Not applicable.

This role is full-time.

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