Financial Adviser

1 week ago

Durban, South Africa Fokus Personnel CC Full time

Our client based in Sydney, Australia is looking to appoint Qualified South Africans within the Financial Services Sector.

12 Month in-service mentorship while staying in SA, with emigration assistance there after.

To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply.
- **Position Summary**:

- As a Risk Adviser / Financial Adviser, you are responsible for providing comprehensive, compliant and ethical advice whilst meeting the specific needs of our clients and helping them secure their financial well-being not only when they join the business, but throughout their client tenure.
- Your responsibilities encompass generating new business, ensuring client retention, and building robust referral partner networks
- **Skills and Qualifications**:

- BCom Financial Planning / Higher Certificate in Financial Planning / other suitable Qualification
- Regulatory Examination 5
- FAIS
- FICA
- Proven experience in Life Insurance advice and a successful track record of exceeding targets
- Strong knowledge of Life Insurance products, underwriting guidelines, and industry regulations
- Excellent communication, interpersonal, and negotiation skills
- Proficiency in using relevant software and tools for financial planning and customer relationship management
- **Key Responsibilities**:

- Providing quality advice
- New business generation
- Client Retention
- Managing referral partner relationships
- Individual Contribution
- Team Contribution
- **Please Note**:
**Education**:

- Bachelors (required)

  • Financial advisor

    3 weeks ago

    Durban, South Africa Momentum Financial Planning Full time

    We are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas. At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial...

  • Financial advisor

    2 days ago

    Durban, KwaZulu-Natal, South Africa Momentum Financial Planning Full time

    We are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas.At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals....

  • Aspiring Financial Adviser

    4 weeks ago

    Durban, South Africa Old Mutual Limited Full time

    Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: Durban: Bizana: Kokstad: Port Shepstone: Shelly Beachtime type: Full timeposted on: Posted Todayjob requisition id: JR-73313**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Aspires to be a...

  • Consultative Financial Adviser — Campaign

    3 weeks ago

    Durban, South Africa Old Mutual South Africa Full time

    A leading financial services firm in KwaZulu-Natal is seeking a Financial Adviser to deliver consultative financial services. Candidates must have a minimum of Matric and 12 months of experience as a Financial Adviser. The ideal candidate should possess a valid driver’s license and demonstrate strong consultative selling skills. Additional qualifications...

  • Aspiring Financial Adviser

    3 weeks ago

    Durban, South Africa Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this. Aspire to be a Financial Adviser We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role involves championing our valued...

  • Sanlam Scs Financial Adviser

    4 days ago

    Durban, South Africa Synfinex SCS Full time

    Synfinex SCS, part of the Sanlam SCS division requires the services of experienced Financial Advisers. Please note that it is a commission only position. No basic salary is paid. **BENEFITS** Commission of approximately premium X 8 on funeral and life cover cases. R 2750 potential monthly bonus payable. R 7500 pm x 2 months paid to the adviser as a...

  • Growth-Minded Financial Adviser

    2 weeks ago

    Durban, South Africa Old Mutual Full time

    A leading financial services firm in Durban is searching for a Financial Adviser to provide exceptional customer service and sales support. The ideal candidate will possess at least a matric qualification and over 12 months of experience in the financial sector. Strong consultative selling, customer focus, and excellent communication abilities are crucial....

  • Aspiring Financial Adviser

    3 weeks ago

    Durban, South Africa Old Mutual South Africa Full time

    Overview Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is...

  • Growth-Minded Financial Adviser

    2 weeks ago

    Durban, South Africa Old Mutual Full time

    A leading financial services provider in Durban is seeking a Financial Adviser to join their team. The ideal candidate will have at least 12 months of experience in financial services and a Matric or equivalent qualification. You should possess consultative selling skills, excellent communication abilities, and a clear criminal and credit check. This role...

  • Financial Adviser: Shape Africa’s Financial Future

    3 weeks ago

    Durban, South Africa Old Mutual Full time

    A leading financial services company in Durban is seeking a Financial Adviser to engage with customers and provide tailored financial solutions. The ideal candidate must have a minimum of Matric, at least 12 months’ experience in financial services, and a completed Long-term Insurance Class of Business. A valid driver’s license and a clear criminal and...