Join Our Team: Experienced Financial Planners Wanted
We are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.
What We Offer:
- Lucrative Earning Potential
- Vesting Bonus: A bonus program for the first 24 months
- Full admin support
- Annual Production Bonus: Incentives based on performance
- Comprehensive Benefits: Medical aid, pension, Group Life cover, and more
- Robust Support System: Access to Key Accounts Specialists, Advice and Legal Specialists, Marketing support, and the Sanlam Academy for continuous training with bursaries for industry-relevant courses
- Rewards and Recognition: Various programs to acknowledge and celebrate your achievements
- Personal development and business opportunities to develop Financial Planners into Entrepreneurs
Your Role:
As a Financial Planner at Sanlam, your responsibilities will include:
- Building and Managing a Client Base: Establish and maintain relationships with clients
- Professional Advice: Provide expert financial advice to clients
- Profitable Practice Building: Develop and maintain a profitable practice
Key Success Factors:
To excel in this role, you should possess the following attributes and skills:
- Commission-Based Mindset: Ability to leverage commission-based remuneration
- Prospecting and Networking: Skills in networking, prospecting, and lead generation
- Strategic Campaigns: Capability to structure and implement focused campaigns
- Financial Needs Analysis: Proficiency in conducting financial needs analysis using relevant tools
- Personal Financial Planning: Providing sound personal financial planning advice
- Service Excellence: Commitment to delivering exceptional, value-added service
- Continuous Learning: Desire for ongoing self-improvement
Qualifications and Requirements:
- Minimum 1 Year Experience: A minimum of 1 year of experience as a Financial Planner
- Educational Background: Matric or equivalent
- RE Certificate: Possession of the RE Certificate
- Educational Credits: Ideally, 120 credits on NQF Level 5 or a recognized qualification
- Driver's License and Own Vehicle: A valid driver's license and access to your own vehicle
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