Are you a driven sales professional with a passion for building relationships and helping clients secure their financial future? Our client is seeking enthusiastic and goal-oriented Financial Advisors to join their expanding team in Durban.

This is an exciting opportunity for individuals who enjoy working in a dynamic, target-driven environment and are looking to establish a successful career within a respected and well-established financial services company.

As a Financial Advisor, you will be responsible for developing and maintaining strong client relationships, conducting comprehensive Financial Needs Analyses (FNAs), and recommending tailored financial solutions. You will advise clients on a range of products, including life insurance, funeral cover, savings, and investment solutions, empowering them to make informed financial decisions and achieve long-term financial security.

Key Responsibilities
• Proactively source and engage new clients within the retail mass market through networking, referrals, and community engagement to grow your client base
• Conduct in-depth Financial Needs Analyses (FNAs) in line with FAIS requirements to understand clients’ financial goals, risks, and life stage needs.
• Recommend and implement tailored financial solutions across a comprehensive product suite.
• Build, manage, and continuously grow a sustainable book of business, ensuring ongoing client engagement and retention.
• Deliver exceptional client service through regular reviews, policy updates, and long-term financial guidance.
• Consistently achieve and exceed weekly production targets and monthly performance metrics.
• Ensure all advice, documentation, and sales processes adhere to FAIS legislation and regulatory requirements.
• Maintain a high level of professionalism, integrity, and ethical conduct in all client interactions.

Requirements
• Matric (Grade 12)
• South African citizenship
• Clear criminal and credit record
• Valid driver’s license and own reliable vehicle
• Willingness to travel and meet sales targets.
• RE5 Certification
• NQF Level 4 or 5 in Financial Planning / Wealth Management
• 1–2 years’ experience in insurance or financial services sales

Remuneration & Benefits
• Uncapped Commission Structure: Your earnings are directly linked to your performance.
• Performance Incentives: Additional rewards for exceeding targets
• Training & Development: Comprehensive onboarding and continuous learning opportunities
• Career Growth: Mentorship, support, and bursary opportunities