Financial Advisor

2 weeks ago


Durban, South Africa Imvubu Financial Services Full time

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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