Financial Advisor
2 weeks ago
Responsible for educating clients on the importance of having a Last Will and Testament.
- To help them best utilize their available funds and achieve important monetary goals.
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets.
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools.
- Maintaining compliance with all rules and regulations in the financial industry.
- Identifying and pursuing potential clients to maintain a strong client base.
- Drafting and collection of Wills from clients.
- Competitive commission structure.
Ability to commute/relocate:
- Durban, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (required)
**Education**:
- High School (matric) (required)
**Experience**:
- Salesforce: 1 year (required)
**Language**:
- English (required)
Work Location: In person
Application Deadline: 2025/09/30
Expected Start Date: 2025/10/06
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