eThekwini: Financial Planner (Training provided) posted by Liberty Standard Bank Group

January 14, 2026 Jobs in eThekwini

Liberty Standard Bank Group

KwaZulu-Natal

Sales

Job Description

About the Role

The future of the financial planner career in South Africa is strong, with growing demand and evolving roles that leverage technology to enhance human-centered, holistic advice. The industry is shifting from a sales-focused, product-centric model to one that prioritizes a comprehensive and empathetic coaching approach to help clients manage their financial well-being. If this sounds like the career for you, keep reading.

Key Responsibilities

Build and manage your own pipeline through networking and prospecting
Meet private & business clients face-to-face and give tailored financial planning advice
Identify insurance, investment and risk needs
Recommend solutions based on each client’s goals
Educate clients on insurance, medical aid, investments and corporate benefits
Maintain long-term client relationships and handle queries professionally
Source new business from existing clients and referrals

Requirements

Entrepreneurial mindset
Strong interpersonal and communication skills
Ability to work independently with minimal supervision
Tech-savvy with a laptop (non-negotiable)
External/outbound sales experience is a strong advantage
Own vehicle, driver’s license
Clear credit and criminal record (checks will be done)

Qualifications

Tertiary qualification highly beneficial (Matric is required)

How to Apply

About Sales Jobs in KwaZulu-Natal

In KwaZulu-Natal, the sales profession is an integral part of various industries, with a general job market trend indicating a steady demand for skilled sales professionals. Typically, this field offers competitive compensation and opportunities for career growth. However, salaries can vary widely depending on factors such as experience, company size, industry sector, and location.

View Job Durban: PRODUCTION PLANNER posted by Tower Group

Generally, common salary ranges for sales positions in KwaZulu-Natal are between R400 000 to R800 000 per annum, although this is a broad estimate and actual figures may differ significantly. Experience level, performance, and the specific requirements of the role can all impact compensation. It’s essential to research current market rates and negotiate based on individual qualifications and achievements.

In South Africa, common skills required for sales roles often include strong communication and interpersonal skills, the ability to build rapport with clients, a solid understanding of product knowledge, marketing principles, and CRM systems. Typically, proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint, is also essential. Additionally, many companies place a high value on technical skills such as data analysis software or programming languages.

Sales professionals are employed across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. These roles often involve interacting with clients, managing relationships, negotiating deals, and identifying new business opportunities.

In terms of career development, sales professionals in KwaZulu-Natal can expect a wide range of advancement opportunities. Typically, common career progression paths include taking on leadership roles, moving into specialist positions such as account management or sales engineering, or transitioning into related fields like business development or product management. Many companies also offer training and development programs to help employees enhance their skills and advance their careers.

This information provides general career guidance. Actual salaries and requirements vary by employer.

GO APPLY NOW

Safe & secure application process

View Job Vereeniging: Cutomer Sales Agent for Ackermans Clothing Store (Vereeniging) posted by Lekhi Direct Marketing