12 Financial planner Jobs and Work in Kwazulu Natal

Job Title: Financial Planner

Location: Durban

Company: SureX Insurance

Job Type: Full-time

Job Summary:

The financial planner will work closely with clients to understand their financial goals and objectives, and develop comprehensive financial plans to help them achieve those goals. The ideal candidate will have a strong understanding of life insurance products as well as excellent interpersonal skills to build and maintain relationships with clients.

Requirements:

Experience in the Insurance industry, Banking industry or Financial industry.
Excellent analytical, communication, and interpersonal skills.
Ability to work independently and manage multiple client relationships.
Matric
RE5 or RE1.
NQF6 qualification and higher(Advantageous).
Own vehicle with drivers license.
Clear credit and criminal record.
Laptop and cellphone.

Responsibilities:

Conduct thorough financial assessments for clients to determine their current financial situation and future goals.
Develop personalized financial plans that incorporate our insurance options.
Monitor clients' financial progress and make adjustments to their plans as needed.
Provide ongoing financial education and guidance to clients.
Stay up-to-date on market trends to provide clients with the most relevant advice.
Maintain accurate records of all client interactions and financial plans.

Salary and Benefits:

Full training on sales, products and financial planning.
100% commission structure (uncapped).
Opportunities for professional development and continuing education

If you have a passion for helping individuals achieve their financial goals and possess the skills and experience listed above, we invite you to apply for this exciting opportunity as a financial planner with our company.

Apply Now

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