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Financial Advisor
Service PayWorkFromHome, KwaZulu-Natal, South Africa30+ days ago
Job descriptionProfessional & Confident Quick learner Strong personality with the ability to build rapport easily. Matric 12 months experience in sales RE 5 qualification (if applicable) Understanding of the Financial Insurance industry Class of Business certificates (if applicable, if you have been in the financial service industry) Own transport Laptop or Tablet is compulsory Own Data / minutes (out of the office) No criminal record Not under debt review
Overview
We are seeking Financial Advisers to join our growing Service Pay Team, which allows you to "write your own cheque" as it has a lucrative commission structure.
Service Pay (PTY) LTD is privately owned and based in Durban, Umhlanga, however, advisers can work remotely and outside of Kwa-Zulu-Natal region, within South Africa.
No extensive experience is required as you will be mentored by qualified advisers and training will be provided.
Responsibilities
- The role involves Policy and Benefit reviews to identify client needs and ensure that clients are always aware of product enhancements that may benefit their existing or new need.
- The adviser will need to also conduct a Financial Needs Analysis and / or clients risk appetite before recommending any changes to their existing portfolio.
Qualifications & Requirements
Please email your CV to if you meet the minimum requirements and we will contact you to set an interview. If you are not based in the KZN region, interviews can be done via Microsoft Teams.
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Financial Advisor • WorkFromHome, KwaZulu-Natal, South Africa
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