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Salaried Financial Advisor
4 weeks ago
Department & Region: Kwa-Zulu Natal / Gauteng
Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western Cape Offices.
Company offers the following:
ü Provision of office space and full infrastructure for financial advisors
ü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
ü Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
ü Access to business coaching and client advice support
ü Assistance with practice management
ü Training support, i.e. technical and soft skills training
ü Access to an effective lead generation systems and training
ü Support with succession planning
ü Support with unlocking of equity from adviser practices
Output/Core Tasks:
ü Establish long-term relationships with clients
ü Financial planning for clients
ü Focus on identifying client needs and then offer suitable financial solutions
ü 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 RE5 accredited (Beneficial)
- Drivers license with own vehicle (Essential)
- Sales Experience and Skills (Essential)
- 1 year financial industry experience (Essential)
- Latest 6 Months commissions statements (Essential)
Remuneration and benefits:
- Choice of different adviser contracts
- Up to 100% commission
- 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 Sanlams 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
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