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Durban: Financial Planner

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Job Description

Key Responsibilities Establish and maintain long-term, trusted relationships with clients Deliver comprehensive, holistic financial planning solutions Identify client needs and recommend appropriate life, investment, and wealth solutions Provide consistent, high-quality client service with regular client engagement Build and grow a sustainable client portfolio over time Remuneration & Benefits Training allowance payable for the first two months 80/20 commission split Excellent monthly bonuses for the first two years December performance bonus (13th cheque) Initial and ongoing professional training through a leading financial academy Interest-free technology loans Membership of Pension Fund and Group Life Schemes Support with required industry qualifications (RE & Wealth Management) Access to mobile nurses for client medicals Sales, marketing, and product specialist support Full compliance support Access to legal advisers Advanced financial planning tools Minimum Requirements Grade 12 or equivalent RE5 qualification required if you have more than 18 months industry experience Proven sales experience (financial services sales preferred) FAIS credits or currently working toward a recognised Wealth Management qualification will be a strong advantage Valid drivers licence and own vehicle (essential) Ideal Candidate Profile Entrepreneurial mindset with strong relationship-building ability Target-driven and self-motivated Professional, ethical, and client-centric Passionate about long-term wealth creation and financial advice Why Consider This Opportunity? This role offers the chance to build a professional financial planning career with the support, credibility, and infrastructure of a major financial services groupwithout sacrificing independence or earning potential.

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How to Apply

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About Sales Jobs in eThekwini

In the eThekwini region, the sales industry is driven by various sectors, including financial services, technology, and manufacturing. Typically, companies in these sectors require sales professionals who can effectively communicate with clients, understand their needs, and provide solutions to drive revenue growth.

Generally, sales positions in eThekwini offer competitive salaries, typically ranging from R500 000 to R1 500 000 per annum, depending on factors such as experience, company size, industry sector, and performance. However, please note that actual salary figures can vary significantly, and these ranges are only a broad guide.

Common skills required for sales roles in eThekwini include strong communication and interpersonal skills, the ability to build relationships with clients, a solid understanding of products or services, negotiation and closing techniques, and technical skills such as CRM software proficiency. Additionally, many successful sales professionals possess a degree or diploma in business studies, marketing, or a related field.

Industries that commonly employ sales roles include financial services sector companies, technology industry players, manufacturing sector businesses, and e-commerce platforms. In these sectors, sales representatives often work with clients to understand their needs, provide solutions, and drive revenue growth.

For those interested in pursuing a career in sales, there are various opportunities for development and progression. Many companies offer training programs and mentorship schemes to help employees develop their skills and advance in their careers. Typically, experienced sales professionals can move into leadership roles or transition into related fields such as account management, business development, or sales management.

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



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