Financial Advisors

2 months ago

Roodepoort, South Africa Micah Govender Developments Full time

**Company offers the following**:

- Provision of office space and full infrastructure for financial planners
- Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
- 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 leads system
- 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

**Competencies**:

- Computer literate
- Build excellent client relationships/service orientation
- Entrepreneurial/Business orientation
- Self-discipline
- Ability to work in an organized manner
- Self-confidence
- Drive/performance orientation
- Interpersonal skills
- Communication/presentation skills

**Remuneration and benefits**:

- Choice of different Sanlam adviser contracts
- For **Advisors** a training allowance offfered
- Up to 90% 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 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

**Qualifications**:

- Grade 12 or equivalent
- RE5 Certificate definite advantage
- FAIS credits on NQF 5 or working towards a recognised qualification definite advantage
- Driver’s license and own vehicle

**Experience**:

- Previous experience within the Financial Services Industry and/or Sales environment definite advantage

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