Independent Financial Advisor

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

Job summary

A growing financial services company is seeking Financial Advisers in Durban who can work remotely within South Africa. The role offers a lucrative commission structure and training for those new to the industry. Applicants should have a Matric qualification and at least 12 months of sales experience. Responsibilities include conducting client needs analyses and providing policy reviews. Interested candidates should email their CVs to the provided address.

Qualifications

• 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.
• Own Data/minutes (out of the office).
• No criminal record.
• Not under debt review.

Responsibilities

• Conduct Policy and Benefit reviews to identify client needs.
• Ensure clients are aware of product enhancements.
• Perform Financial Needs Analysis and assess clients' risk appetite.

Skills

Strong personality with the ability to build rapport easily

Confident

Quick learner

Education

Matric

Tools

Laptop or Tablet

Job description

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.

We are looking for someone with the following criteria:

Professional & Confident

Quick learner

Strong personality with the ability to build rapport easily.

Minimum requirements:

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

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.

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.