Financial Planning Consultant

2 weeks ago

Durban, South Africa Alpha And Omega Advisory Full time

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 We Are 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 #J-18808-Ljbffr

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