Business Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.
Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal.
Company offers the following:
Provision of office space and full infrastructure for financial advisors
Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
Access to business coaching and client advice support
Assistance with practice management
Training support, i.e. technical and soft skills training
Access to an effective lead generation systems and training
Support with succession planning
Support with unlocking of equity from adviser practices
Output/Core Tasks:
Establish long-term relationships with clients
Financial planning for clients
Focus on identifying client needs and then offer suitable financial solutions
Provide excellent service orientation and frequent contact with clients
Requirements:
Matric or NQF4 equivalent certification (Essential)
Tertiary Certificate and or Degree (Essential)
Financial qualification and or RE5 accredited (Beneficial)
Driver’s license with own vehicle (Essential)
Sales Experience and Skills (Essential)
1 year financial industry experience (Beneficial)
Latest 6 Months commissions statements (Beneficial)
Remuneration and benefits:
Choice of different Sanlam adviser contracts
Up to 90% - 100% commission (1x Sales can equate up to R10,000-R15000 commissions – T&C’s apply)
Vesting Bonuses for the first 2 years
Performance Bonus (13th cheque) in December
Assistance with the purchase of technology equipment
Membership of Pension Funds and Group Life Schemes
Initial and ongoing training via Sanlam’s Academy
Support with industry related qualifications
Access to mobile nurses and doctors for client medicals
Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.
Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.
Compliance support
Marketing support
Access to Legal advisors
Financial planning tools
Allowances and Salaries offered for Advisors available (T&C’s apply)
