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eThekwini: Financial Planner Government sector posted by SureX Holdings

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Job Description

About the Role

The Financial Planner role at eThekwini offers an exciting opportunity to combine financial expertise with meaningful client impact, helping families protect what matters most in the Government sector. As a key member of our team, you will be responsible for providing tailored insurance solutions that protect against life’s uncertainties and help individuals and families secure their financial future.

Key Responsibilities

  • Client Consultation: Assess clients’ financial goals, family needs, and risk exposure to recommend appropriate life insurance products.
  • Solution Design: Present customized life insurance plans that align with clients’ income, liabilities, and long-term objectives.
  • Education & Trust Building: Explain policy features, benefits, and terms clearly to help clients make informed decisions.
  • Sales & Compliance: Drive sales through ethical practices while ensuring all regulatory and company standards are met.
  • Ongoing Support: Maintain relationships with clients, review coverage needs periodically, and assist with claims or policy updates.

Requirements

  • Strong interpersonal and communication skills
  • Financial services experience (advantageous, full training provided)
  • Goal-driven and self-motivated
  • Ability to build trust and deliver client-centric solutions
  • Excellent analytical, communication, and interpersonal skills
  • Ability to work independently and manage multiple client relationships

Qualifications

  • Matric
  • Own vehicle with driver’s license
  • Clear credit and criminal record
  • Laptop and cellphone

Salary & Benefits

(No salary information is provided in the original job description. Therefore, this section will be skipped.)

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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.

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.

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



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