Financial Planning Consultant - Durban

Alpha & Omega Advisory | End-To-End Hr, Payroll, Hiring & Background Check Services For South Africa; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is seeking motivated sales professionals in Durban to build client relationships and provide personalized financial planning advice. Ideal candidates have sales experience and strong communication skills. Comprehensive training and support are provided for new entrants to the financial services industry. Competitive remuneration with a commission structure is available.

Benefits

Ongoing training

Membership of Pension Funds

Support with purchasing technology equipment

Access to financial planning tools

Qualifications

• Proven ability to generate leads and close deals.
• Self-motivated with an entrepreneurial mindset.
• Strong verbal communication and presentation skills.

Responsibilities

• Build and maintain long-term relationships with clients.
• Provide personalized financial planning and advice.
• Identify client needs and recommend suitable financial solutions.

Skills

Sales experience

Lead generation

Cold calling

Verbal communication skills

Entrepreneurial mindset

Education

Grade 12 or equivalent

Job description

Exciting Opportunity for Sales Professionals New to Financial Services!

Are you a motivated sales professional with strong communication skills and a passion for building relationships? Are you ready to launch your career in the financial services industry with a trusted, supportive team? We’re looking for dynamic individuals with sales and cold calling experience who are eager to develop their own client network and grow in a rewarding financial planning role.

What We Offer:

• Fully equipped office space with comprehensive infrastructure tailored for financial planners
• Complete administration support from new business finalisation to client retention
• Professional telephony services including internet, email, voice logging, and secure data storage
• Access to expert business coaching and client advice support
• Practice management assistance to keep you on track
• Technical and soft skills training to develop your industry knowledge
• Competitive remuneration:
  • Choice of different Sanlam adviser contracts
  • Up to 100% commission on sales
  • Vesting bonuses for the first 2 years
• Support with purchasing technology equipment
• Membership of Pension Funds and Group Life Schemes
• Ongoing training via Sanlam Academy and support with industry qualifications
• Access to mobile nurses for client medicals
• Assistance from sales consultants and product specialists
• Compliance, marketing, and legal support
• Financial planning tools to help you succeed

Your Key Responsibilities:

• Build and maintain long-term relationships with clients
• Provide personalized financial planning and advice tailored to client needs
• Identify client needs and recommend suitable financial solutions
• Maintain excellent service orientation with frequent client contact

What We’re Looking For:

• Sales experience with a proven ability to generate leads and close deals
• Experience with cold calling and developing new business
• Strong verbal communication and presentation skills
• Ability to build and grow your professional network
• Self-motivated with an entrepreneurial mindset
• Computer literate and organized
• Grade 12 or equivalent
• Valid driver's license and own vehicle (Must have)
• Clean criminal record and good credit history

Previous financial services experience is a plus but not essential we provide all the training and support you need!