Financial Advisors
3 days ago
**FINANCIAL ADVISOR - Work from Home**
Introduction
Our client is looking for 10 financial advisors for their branch in Johannesburg, this position will be based remotely.
**Duties & Responsibilities**
- Qualify and target clients in the relevant market segment to establish a strong client base.
- Conduct a financial needs analysis with the client to establish their future goals and needs.
- Identify and convincingly market suitable products to the clients that satisfy the clients’ needs. Close the sale and comply with the relevant compliance and legislation.
- Keep abreast of new developments in the industry and market trends.
- Develop relationships with clients by reviewing at regular intervals.
- Comply with the Mission Statement and Objectives of the company.
**Competencies**:
- Delivering Results & Meeting Customer Expectations Achieving Personal Work Goals
**Minimum Requirements**
- Do you have a minimum of 2 years of experience as a financial advisor in long term insurance?
- Do you have RE 5 Certificate?
- Have you completed your 120 credits?
- Do you have industry related tertiary qualification that would be an advantage (but not a requirement)
- Do you have matric certificate?
- Are you computer literate?
- Do you have valid drivers license and your own transportation to travel to client’s daily basis
- Do you have your own WIFI due to this being work from home position?
- Are you under debt review?
- Have you applied with Sanlam before? (If they have we wont be able to assist)
**Package & Remuneration**
- Commission Based Salary
- A building allowance of R24 000 which is once off while going through training even though you are going through training you still can make business during that time. Training is for 6 months via zoom call/Microsoft.
- An interest free loan up to R20 000 to purchase technology equipment e.g., laptop or printer (Optional)
- Commission contracts: 90% or 85% commission plus R5000 monthly allowance
- Vesting allowances: based on production payable for 24 months.
- Various performance bonuses
- A digital activity allowance.
- Participation in national & international conventions & competitions
- Group benefits such as pension fund & medical aid - The company does not contribute towards benefits
**Career Incentives**
- Lucrative Remuneration and rewards
- Career progression
- Development opportunities
- Strong leadership
- Supportive work environment
**We also offer**:
- Administrative support for processing business
- Mentoring & coaching by experienced managers and product specialist
- Regular training and development
- Commission on referrals for medical aid, short term, and employee benefits
- Accredited training for a certificate in wealth management NQF 5 (120 Credits) as well as training for the RE exam
A bursary for advisors that qualify to do the CFP qualification, but you need to be with the company for a minimum of two years to qualify.
Ability to commute/relocate:
- Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- Financial advisor in long term insurance: 2 years (required)
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