Financial Advisor

5 days ago

Durban, South Africa Bright Futures Holdings (Pty) Ltd Full time

We are looking for Experienced, dynamic, high performing individuals residing in Durban to join our team of Financial Advisors in the affluent market.

**Remuneration and Benefits**:

- 80 - 100% Commission split
- Vesting Bonuses for the first 2 years
- Training allowance over first 3 months
- Performance Bonus (13th cheque) in December
- Technology Loan if required (interest free)
- Initial and ongoing training via the Academy
- Support with industry related qualifications
- Access to product specialists i.e. risk, savings, investments, private wealth, etc.
- Access to Legal advisors
- Financial planning tools
- Compliance support
- Marketing support

**Requirements**:

- Industry Recognised Tertiary Qualification or 120 FAIS credits **(Essential)**
- R.E. 5 - Representatives **(Essential)**
- 2 Years Financial industry experience **(Essential)**
- Reliable Motor Vehicle & Valid Driver’s License **(Essential)**
- Last 12 months commission statements **(Essential)**
- Excellent communication and interpersonal skills
- Clear Credit Record
- No Criminal Record
- Valid South African ID
- Laptop & Smart Phone
- Reside in Durban

Commission based with Lucrative Incentives.

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long
- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the business and brand.

What will make you successful in this role?
- Assist in growing the business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the company.

Undertake Relevant Behaviours To Attain Targets Relating To
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the company brand
- Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
- Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually by undertaking the above steps.
- Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)

Document And Present The Following Activities:

- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.

Core Competencies:
Collaborates - Contributing independently

Being resilient -

  • Finacial Advisor

    7 months ago

    Durban, South Africa GDS Financial Advisor Services Full time

    We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

  • Independent Financial Advisor

    2 days ago

    Durban, South Africa A1 Financial servisecs Full time

    Join a team of energetic financial advisers offering a very popular insurance product in the greater Durban areas. **Requirements**: Minimum of 12 Months Financial Advisor/Insurance industry experience. Matric Must be able to travel and see clients Knowledge of Financial services product-Desirable Engage in business to business - strongly...

  • Financial Advisor

    5 days ago

    Durban, South Africa Prestige IFA Jobs Full time

    My client offering this position in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...

  • Financial Advisor

    1 week ago

    Durban, South Africa Prestige IFA Jobs Full time

    My client offering this position in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...

  • Financial Advisor

    1 week ago

    Durban, South Africa Prestige IFA Jobs Full time

    My client offering this position in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...

  • Financial Advisor

    12 hours ago

    Durban, South Africa Lonfin Wealth Full time

    As a Financial Advisor, you’ve built a career based on your skills, training, and reputation. But, now it’s time to elevate your career and join a team of reputable Financial Advisor’s at one of South Africa’s largest financial services companies. Authorised Sanlam Franchise, Lonfin Wealth BlueStar which is one of the leading BlueStar Franchise’s...

  • Financial Advisor

    7 months ago

    Durban, South Africa Attooh! Stride Full time

    Join Our Team as a Financial Advisor at Attooh! Stride Are you a driven and experienced financial advisor seeking a dynamic opportunity? We're looking for talented individuals like you to join our team. As a remote Financial Advisor, you'll have the flexibility to work from anywhere while enjoying the support and resources needed to excel in your...

  • Financial Advisor

    7 months ago

    Durban, South Africa Micah Govender Developments Full time

    We have an exciting opportunity for experienced life and investment Sales advisors in KZN Job description: Serves as an advisor to provide an advice-based approach to financial solutions Actively solicits new and existing investments and insurance solutions Based on individualized needs analysis, prepares recommendations for customized financial solutions...

  • Financial Advisor

    7 months ago

    Durban, South Africa Hollard Life Insurance Full time

    **ATT: Long-Term Financial Advisors - Unleash Your Potential with Us** Are you a high-performing Financial Advisor seeking a rewarding opportunity to make your mark in the industry? Perhaps you're feeling underappreciated in your current role that doesn't provide the income that your talent deserves. Look no further - we're searching for driven...

  • Financial Advisor

    7 months ago

    Durban, South Africa SureX Full time

    **Job Overview**: **Date Posted**: Posted 22 hours ago- **Location**: Durban, Kwazulu Natal- **Job Title**: Financial Advisor- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 0 - 1 Years**Financial Advisor position available in Durban.**: We are a leading financial services company committed to providing top-notch...

  • Financial Advisors

    1 week ago

    Durban, South Africa Micah Govender Developments Full time

    **Business Description**: Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to...

  • Financial Advisor

    3 months ago

    Durban, South Africa Micah Govender Developments Full time

    Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...

  • Financial Advisor

    7 months ago

    Durban, South Africa SureX Full time

    Skyrocket your careers as a Financial advisor. **Requirements**: - Matric - Drivers license - Reliable vehicle - Clear credit score and no criminal record. **Benefits**: - Groundbreaking training on sales, mindset and financial planning. - A chance to build true wealth and a 100% commision structure. **Job Types**: Full-time, Permanent Pay: Up to R50...

  • Investment Advisors for Growth

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    LNL Financial Investment (Pty) Ltd is looking for skilled investment advisors to join our team. As an investment advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice and guidance on investment opportunities.The estimated salary range for this position is R 90,000 - R 140,000 per annum, depending on...

  • Professional Services Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    LIC Financial Services is a leading provider of financial services, and we are seeking a skilled and motivated individual to join our team as a Professional Services Advisor.About UsWe pride ourselves on providing exceptional customer service and building long-term relationships with our clients. Our team is dedicated to delivering high-quality financial...

  • Financial Advisor

    3 months ago

    Durban, South Africa Micah Govender Developments Full time

    **Shape Financial Futures: Join Our Team!** Leading Personal Finance company seeking experienced financial advisors in Kwa-Zulu Natal & Gauteng **We Offer**: - Fully equipped office space - Comprehensive admin and tech support - Professional development and coaching - Lead generation systems and training - Practice management and succession planning...

  • Financial Advisor

    2 days ago

    Durban, South Africa Providential Financial Services Full time

    Financial Planner an opportunity to work flexible hours and remotely A Company based in Umhlanga is looking for Financial Advisers to join their team. You may ask yourself why work for? Well below is reasons why - We have the license to sell and market all major service providers - Earn between 70% to 115% commission depending on experience and...

  • Financial Advisor

    7 months ago

    Durban, South Africa Natsen Holdings Full time

    Job Title: Financial Advisor Location: Throughout South Africa (remote) About Us: a leading financial services company who’s committed to providing top-notch wealth/estate management solutions to our clients. We pride ourselves on offering exceptional opportunities for growth and development in the financial industry. Key Responsibilities: Provide...

  • Financial Advisor

    4 months ago

    Durban, South Africa Innovative Full time

    **Sales Role KZN** - Innovative is a leading financial service provider in South Africa that serves individuals, businesses and institutional clients. - We need people who are goal orientated and have a strong desire to make a success of their lives. - We strive to create an environment where motivated people with a positive mindset and attitude can really...

  • Financial Advisor

    7 months ago

    Durban, South Africa Vanilla Recruitment Full time

    Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to take your career to the next level. Preference will be given to Financial Advisors with a minimum of 12 months industry experience and RE5 as a qualification. What we have to offer: - An incredible value...