Financial Planning Consultant - Durban

Exciting Opportunity for Sales Professionals New to Financial Services! Are you a motivated sales professional with strong communication skills and a passion for building relationships? Are you ready to launch your career in the financial services industry with a trusted, supportive team?

We're looking for dynamic individuals with sales and cold calling experience who are eager to develop their own client network and grow in a rewarding financial planning role.

What We Offer:

Fully equipped office space with comprehensive infrastructure tailored for financial planners

Complete administration support from new business finalisation to client retention

Professional telephony services including internet, email, voice logging, and secure data storage

Access to expert business coaching and client advice support

Practice management assistance to keep you on track

Technical and soft skills training to develop your industry knowledge

Competitive remuneration:

Choice of different Sanlam adviser contracts

Up to 100% commission on sales

Vesting bonuses for the first 2 years

Support with purchasing technology equipment

Membership of Pension Funds and Group Life Schemes

Ongoing training via Sanlams Academy and support with industry qualifications

Access to mobile nurses for client medicals

Assistance from sales consultants and product specialists

Compliance, marketing, and legal support

Financial planning tools to help you succeed

Your Key Responsibilities:

Build and maintain long‑term relationships with clients

Provide personalized financial planning and advice tailored to client needs

Identify client needs and recommend suitable financial solutions

Maintain excellent service orientation with frequent client contact

What Were Looking For:

Sales experience with a proven ability to generate leads and close deals

Experience with cold calling and developing new business

Strong verbal communication and presentation skills

Ability to build and grow your professional network

Self‑motivated with an entrepreneurial mindset

Computer literate and organized

Grade 12 or equivalent

Valid drivers license and own vehicle (Must have)

Clean criminal record and good credit history

Previous financial services experience is a plus but not essential we provide all the training and support you need!

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