Personal Financial Adviser: Academy Path + Commission

Old Mutual; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Durban is seeking a Financial Adviser. This role includes operating as a Personal Financial Adviser after completing their Adviser Academy Learning Programme. Qualified candidates will receive competitive remuneration and benefits, including Medical Aid and Disability cover. Ideal applicants will possess strong relationship-building skills and have at least three years of experience in finance or banking.

Benefits

Living Allowance during training

Medical Aid

Group Life & Disability cover

Development coach/mentor

Qualifications

• Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous.
• A valid Driver’s License with your own vehicle or access to a vehicle.
• Clear credit and Criminal records required.

Responsibilities

• Operate as a Personal Financial Adviser after completing the Adviser Academy Learning Programme.
• Build and strengthen customer relationships.
• Identify and pursue sales opportunities.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Sales Data Management

Oral Communications

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

Job description

A leading financial services company in Durban is seeking a Financial Adviser. This role includes operating as a Personal Financial Adviser after completing their Adviser Academy Learning Programme. Qualified candidates will receive competitive remuneration and benefits, including Medical Aid and Disability cover. Ideal applicants will possess strong relationship-building skills and have at least three years of experience in finance or banking.