Menu Close

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

Advertisement



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  Cape Town Region: Reservations Agent (Hotel Exp) - Cape Town posted by Hospitaity Hire SA

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  Western Cape: Work From Home Chat Representative - Earn up to 2,000 USD and more posted by SEGOY LTD

Advertisement



Advertisement




Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in eThekwini, KwaZulu-Natal


Job Seeker Tip

Network actively - many jobs are filled through referrals before being advertised.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Kempton Park: Structural Design Engineer – Kempton Park posted by Hire Resolve

Jobs in East Rand January 15, 2026
Hire Resolve Other Engineering

Hire Resolves client in the manufacturing industry is urgently seeking the expertise of a Structural Design Engineer in Kempton Park,...

View Job  Kwazulu-Natal: Business Analyst posted by Hire Resolve
View Job

Western Cape: Estimator posted by Hire Resolve

Jobs in South Africa January 15, 2026
Hire Resolve Other Engineering

Hire Resolves client is looking for a Estimator to join their team in Wellington. The Estimator will be responsible for…

View Job

Cape Town: Civil Engineer posted by Hire Resolve

Jobs in Cape Peninsula January 15, 2026
Hire Resolve Other Engineering

Hire Resolve's client is seeking a Civil Engineer to join our client in Cape Town that will handle technical tasks…

View Job

Western Cape: Senior Surveyor posted by Hire Resolve

Jobs in South Africa January 15, 2026
Hire Resolve Other Engineering

Job Title: Senior SurveyorIndustry: EngineeringSalary: Market RelatedHire Resolves client in the Engineering industry is urgently seeking the expertise of a...

View Job

Durban: Design Engineer Municipal posted by Hire Resolve

Jobs in Durban January 15, 2026
Hire Resolve Other Engineering

Job Title: Design Engineer MunicipalIndustry: Design EngineerSalary: Market RelatedHire Resolves client in the Engineering industry is urgently seeking the...

View Job

Cape Town: Diesel Mechanic – EV and Buses posted by Hire Resolve

Jobs in Cape Peninsula January 15, 2026
Hire Resolve Other Engineering

Hire Resolves client in public transport industry is urgently seeking the expertise of an experienced Mechanical Engineer to join their…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in eThekwini, Jobs in Kwazulu-Natal, Jobs in South Africa

More Jobs in Your Area