Advancing Financial Adviser (Pietermaritzburg/ Greytown/ Howick)
On-sitePietermaritzburg, KwaZulu-Natal, South Africa or Howick, KwaZulu-Natal, South Africa
Job Summary
Advancing Financial Adviser for Pietermaritzburg/Howick/Greytown (South Africa). Requires minimal Matric, at least 12 months’ financial services experience as a Financial Adviser, and Long-term Insurance Class of Business completion (FAIS qualifications). Role emphasizes customer-centric sales and advisory activities, including consultative selling, gathering and analysing information, translating customer engagements into sales, and building networks. Must have a valid driver’s licence and own car, clear criminal and credit checks, strong communication and planning skills, and an entrepreneurial, resilient mindset. Competencies include customer focus, stakeholder management, relationship building, and the ability to identify needs and opportunities, with proficiency in sales data management and sales software. Closing date: 30 August 2026.
Required Qualifications
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.