Wealth-Building Financial Planning Advisor

Nexus Employment Professionals; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading recruitment agency is seeking motivated individuals for the role of Financial Sales Advisor in Durban. The position involves helping clients secure their financial futures by designing tailored financial plans. Ideal candidates should possess strong communication skills and a results-oriented mindset. Requirements include a Matric certificate, valid driver's license, and access to a laptop. This role is perfect for those excited about finance and passionate about helping others make smarter financial choices.

Qualifications

• A valid driver’s licence is required for client meetings.
• Access to a car for client meetings and training.
• Access to a laptop or computer is necessary for managing clients.

Responsibilities

• Help clients secure their financial futures through tailored financial plans.
• Engage with individuals and families to understand their financial goals.
• Guide clients toward smart financial decisions to build long-term wealth.

Skills

Driven mindset

Strong communication skills

Resilience

Results-oriented

Interest in finance and sales

Education

Matric certificate (Grade 12)

Tertiary qualification or prior sales experience

Job description

A leading recruitment agency is seeking motivated individuals for the role of Financial Sales Advisor in Durban. The position involves helping clients secure their financial futures by designing tailored financial plans. Ideal candidates should possess strong communication skills and a results-oriented mindset. Requirements include a Matric certificate, valid driver's license, and access to a laptop. This role is perfect for those excited about finance and passionate about helping others make smarter financial choices.