28 Financial Advisors jobs in Durban

To submit your application, please email your CV and cover letter to:

Context (external/internal factors which influence the work environment, taking into account future conditions and strategic requirements):

• South African regulatory framework of insurance/brokerage industry

Customers (to whom the service is rendered/impacted upon):

There are arrangements within the group business to have the opportunity to provide advice to the client base as well as new clients with an attractive financial model.

It includes supportive business and sales support underpinned by a number of other doors opening opportunities.

Number of subordinates: 0
Reporting line (immediate manager): Manager/ Branch Manager

Minimum Requirements:

Education:

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers’ license

Experience:

• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Skills:

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

Knowledge:

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge – (underwriting)

Personal attributes:

• Influential
• Flexibility
• Interpersonal effectiveness
• Customer Service orientation
• Resilience and Tenacity
• Emotional maturity
• Proactive

Key Performance Area

Key Performance Outputs

1 . Grow Portfolio

• Develop and implement a proactive sales plan according to agreed targets
• Meet agreed new business targets
• Identify and build relationships with partners
• Write quality new business aligned to sales / marketing plan
• Negotiate with Insurers re- premium and quotations
• Do Up and cross-selling on existing and new business

2. Retain and Maintain
Clients

• Identify new business opportunities
• Identify opportunities for cross and up-selling on existing clients
• Liaise with insurers and /or management regarding premiums and quotations
• Build relationships with clients through regular calls and informing them of the latest products

3. Perform Administration

• Load policies, amendments and endorsements on the system promptly
• Ensure premium payments processes and debits are discussed and agreed upon with clients
• Ensure data integrity on all policy systems
• General correspondence and e-mails to clients according to company standards
• Responsible for proactive and reactive underwriting.
• Adhere to underwriting criteria; FAIS requirements and set company standards
• Manage incoming and outgoing e-mails according to set norms and standards.
• Provide regular reports and feedback to the manager
• Provide a rewarding service experience at all touch points
• Ensure that customer queries are attended to and resolved expeditiously
• Respond to client’s requirements by providing appropriate risk solutions.
• Establish long-term relationships with clients
• Financial planning for clients

All Indwe employees are expected to conduct themselves in a manner commensurate with the Indwe values:

Actively seeking continuous Improvement

Nurturing

To care for our clients with Empathy

Driven

Providing the best solutions to our customers

Willing

To learn, grow and embrace diversity

Eager

To take responsibility and use initiative

(A) 61 Central Street, Houghton Estate, 2198

We’re Growing – And You Could Be Part of It!

Are you an experienced Financial Adviser with a passion for empowering people to achieve financial freedom? Do you thrive on building strong client relationships and creating solutions that change lives? If so, we’d love to connect with you!

We believe financial planning is more than just numbers — it’s about impact, growth, and legacy. We’re looking for driven professionals who are ready to take their careers to the next level while helping clients reach their financial goals.

• Commission-Only Role with Unlimited Potential – You decide your earning power.
• Lucrative Commission Structure – Be rewarded for your dedication and results. 100% commission to vested advisers. Free admin support and business opportunity.
• Vesting Bonus – Boost your income over your first 24 months.
• Growth & Development – Ongoing training and support to sharpen your edge.
• Recognition & Rewards – Celebrate your achievements in a team that values excellence.

• Build and grow your client base with meaningful, long-term relationships.
• Offer professional, tailored financial advice.
• Develop a profitable and sustainable practice with trusted brand behind you.

• Minimum 2 years of experience as a Financial Planner
• Relevant degree in Wealth Management (or equivalent)
• RE Certificate
• 120 credits on NQF Level 5 (or recognized qualification)
• Valid driver’s license & own vehicle

If you’re ready for a new challenge in a supportive and success-driven environment, let’s talk!

Apply today and take the first step toward unlocking your true potential with Sanlam.

We’re Hiring: Financial Advisors! Earn a basic allowance + commission while helping people reach their financial goals! What’s in it for you? Basic allowance to get you started Unlimited earning potential with commission Full training & support provided No previous experience required If you’re driven, goal-oriented, and ready to grow, we want YOU! Apply now and build your future while helping others build theirs.

Join Our Team: Experienced Financial Planners Wanted

We are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.

PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLY

• Lucrative Commission Structure: Our best-in-class commission structure rewards your hard work and dedication.
• Vesting Bonus: Earn a bonus over the first 24 months, providing a significant boost to your income.

• Full Admin Support: Our dedicated team handles administrative tasks, freeing you to focus on high-value activities.
• Training Allowance: Receive a training allowance for the first 2 months to ensure a smooth transition.
• Interest-Free Tech Loan: Get the latest technology to enhance your productivity and client engagement.

• Sanlam Academy: Access our renowned academy for ongoing training and development.
• Bursaries for Industry-Relevant Courses: Enhance your skills and knowledge with our financial support.
• Personal Development and Business Opportunities: Develop your entrepreneurial spirit and build a successful practice.

• Annual Production Bonus: Earn incentives based on your performance.
• Comprehensive Benefits: Enjoy medical aid, pension, Group Life cover, and more.
• Rewards and Recognition Programs: Be acknowledged and celebrated for your achievements.
• Petrol Allowance: Receive a petrol allowance to help you stay on the move, when you meet your targets.
• Cell phone Allowance: Enjoy a cell phone allowance to support your business communications, when you achieve your goals.

As a Financial Planner at Sanlam, your responsibilities will include:

• Building and Managing a Client Base: Establish and maintain relationships with clients.
• Professional Advice: Provide expert financial advice to clients.
• Profitable Practice Building: Develop and maintain a profitable practice.

• Minimum 1 Year Experience: A minimum of 1 year of experience as a Financial Planner.
• Educational Background: Matric or equivalent.
• Educational Credits: Ideally, 120 credits on NQF Level 5 or a recognized qualification.
• Driver's License and Own Vehicle: A valid driver's license and access to your own vehicle.

Mid-Senior level

Full-time

Finance and Sales

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)
  
  

Overview

Financial Advisor - Phoenix role at Momentum . Metropolitan is a long-established financial services brand in South Africa, focused on empowering communities through affordable financial solutions that promote growth and security. The brand operates in South Africa and in 12 other African countries.

Role Purpose : To enhance the lifetime financial wellness of people, their families and communities through empowerment and education. Attract, acquire and retain clients by selling company products to generate new business and to provide after-sales service to ensure client retention, increase market share and contribute to the overall business objectives and long-term viability.

Requirements : Matric or equivalent NQF 4 qualification; 2 years’ experience in a sales and/or customer service role; 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous); Compliance with FAIS Fit and Proper requirements; Finance or Business related tertiary qualification (desirable); Driver’s license and own transport (desirable).

• Engage with prospective clients to highlight features and benefits of products based on their financial wellness needs and guide decision-making.
• Sell products in line with client financial needs by performing affordability analysis to achieve client goals.
• Advise on tax and legal implications of products or changes.
• Accurately capture client information, actions and sales in the systems; complete all administrative and reporting requirements within agreed timeframes.
• Achieve targets on production, quality and conversion; adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice aligned with the engagement strategy to enhance client financial wellness.

• CLIENT – Investigate client queries within the agreed service level and ensure timely feedback; escalate to relevant department; provide accurate information and advice to ensure appropriate services; provide regular reports on delivery of services against service levels and targets; build and maintain relationships with clients and stakeholders; propose improvements to client service and fair treatment; contribute to a culture of exceptional client service; proactively present our product offerings through professional and credible Financial Advisory services.

• PEOPLE – Develop productive relationships with peers and stakeholders; participate in change initiatives; continuously develop expertise in professional, industry and legislation knowledge; contribute to innovation; take ownership for career development.

• FINANCE – Identify solutions to enhance cost effectiveness and operational efficiency; manage resources with due care; contribute to risk identification processes and communicate recommendations.

• Examining Information: Analyses and processes information, asks probing questions, and seeks solutions.
• Interacting with People: Builds relationships and networks with enthusiasm.
• Convincing People: Persuades others and negotiates with clarity.
• Articulating Information: Explains concepts clearly with confidence.
• Thinking Positively: Maintains optimism and resilience.
• Meeting Timescales: Focused on meeting targets and deadlines.

• Entry level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at Momentum by 2x.

Get notified about new Financial Advisor jobs in Phoenix, KwaZulu-Natal, South Africa.

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage