JOB TITLE: Financial Advisors
AREA: Gauteng
INDUSTRY: Insurance
Salary / CTC: Commission based – with incentives
Report to: Franchise Directors
Job Summary:
Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young but wise liberty franchise who believes in the evolution and advancement of their client’s financial advice needs and the success of financial advisors. They redefine advancement through personalised financial empowerment.
Development through responsibility is how you evolve and as an advisor you join a legacy of trust and expertise, offering clients tailored financial solutions that prioritise their goals and dream
Value Proposition:
1.Commission Star programme
What is the Star Programme?
They believe that every advisor is at a different stage in their financial advisor career and thus should be provided with correct remuneration, rewards and career development based on the individual advisor’s experience and qualifications.
Always Evolve and we will help you advance
Nova -New to Industry Advisor
New to industry financial advisors must have some experience in the financial services and will be paired with an executive financial advisor for development and mentoring
Commission Splits : 70%
Incentives : Monthly/ Quarterly/Annual
Stipend : 2 Months
Steller-Intermediate Advisor
Intermediate financial advisors must have solid experience and must be able to offer competent financial planning
Commission Splits : 80%
Incentives : Monthly/ Quarterly/Annual
Stipend : 2 Months
Lumminious-Senior Financial Advisor
Senior Financial Advisors must have extensive experience and a deep understanding of financial planning and have an established network.
Commission Splits : 90%-95% production performance
Incentives : Monthly/ Quarterly/Annual
Stipend : 2 Months
Celestial-Executive Financial Advisor
Top Tier advisor must have strong credentials, experts in financial planning, a track record of success and high level client satisfaction. Must be willing and able to mould New to Industry Advisors.
Commission Splits : 90%-95%% Plus split up to 15% based on New Industry Advisor
Incentives : Monthly/ Quarterly/Annual
Stipend : 2 Months
WHAT YOU NEED
Criteria
Nova -New to Industry Advisor
RE 5
Credits : N/A
Qualifications : 3 Dip
Experience : 1 year-2 years
Crim Record : No Crim
Credit Report : Clear Credit
Prior Performance : N/A
Knowledge : Life
Steller-Intermediate Advisor
RE 5
Credits : 120 Credits
Qualifications : 3 Year Dip/NQ5/Wealth Mng
Experience : 2 year-3 years Crim Record :No Crim
Credit Report : Clear Credit
Prior Performance : Track Record
Knowledge : Life
Lumminious Senior Financial Advisor
RE 5
Credits : 120 Credits
Qualifications : 3 Year Dip/NQ5/Wealth Mng
Experience : 3 year-5 years Crim Record :No Crim
Credit Report : Clear Credit
Prior Performance : Track Record
Knowledge : Life
Celestial Executive Financial Advisor
RE 5
Credits : 120 Credits
Qualifications : 3 Year Dip/NQ5/Wealth Mng
Experience : 5 Years Plus Crim Record :No Crim
Credit Report : Clear Credit
Prior Performance : Track Record
Knowledge : Life
Making this easy for you to progress
- Office space
- PA and Paraplanner
- Access to Specialist
- Your compliance is taken care of
- Appointments with prospective clients
- Innovative platforms to help you with your financial planning
