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- Expand sales of products and services with existing clients
- Work mainly on own leads but also supported by internal business leads
- Accurately record client information and sales details
- Comply with legislative regulations and adhere to all compliance requirements
- Commission Split (80/20) – 80% Financial Adviser & 20% Franchise
- No Overhead Costs
- Remote working 80%, Office 10%, Virtual 10%
- Training Allowance Provided
- Financial Planning, Investment Analysis, and Risk Assessment skills
- Knowledge of financial markets, products, and regulations
- Excellent analytical and problem-solving skills
- Matric & NQF 5 Equivalent Qualification
- FAIS requirements based on DOFA date
- Relevant regulatory examination if you are already working in the financial services industry (RE5)
- 2 years' experience in financial advisory services or sales experience in the financial services sector
- Class of Business (COB) with relevant sub-categories (COB 3 Long-Term Insurance & COB 7 Investments)
- Continuous Professional Development (CPD – 18 points if available)
- Proven Track Record of Commission Earning (6 months commission statement or SARS RIP5)
- Driven, ambitious people with strong entrepreneurship and sales skills
- Client relationship management and communication skills
- Proficiency in financial software and tools
- Relevant qualifications such as a Bachelor's degree in Finance, Accounting, or related field
- Competitive commission structure
- Opportunity for remote work
- Training allowance provided
Financial Services Consultant - Durban - Scribante Labour Consultants

4 weeks ago

Job title: Financial Advisor
Description
We are seeking an experienced Financial Advisor to join our team at Scribante Labour Consultants. This is a challenging yet rewarding role that requires the ability to analyze financial data, create financial plans, and recommend appropriate investment strategies.
Key Responsibilities:
Required Skills and Qualifications:
Benefits:
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