Financial Advisors and Career Advisors positions available

1 week ago

Cape Town, Western Cape, South Africa Sagen Advisory Full time
Exciting Opportunities for Financial Planners and Career Advisors

Sagen Advisory, a leading recruitment company, is seeking passionate and experienced Financial Planners and Career Advisors to join our team. Our clients, based in Durbanville and Stellenbosch, Cape Town, are rapidly expanding and offer tremendous growth opportunities.

About the Role

We are looking for seasoned professionals with 10+ years of experience in the industry to fill the position of Senior/Career Advisor. The ideal candidate will have a strong track record of success, excellent communication and sales skills, and a customer-centric mindset.

The successful candidate will earn a competitive salary of R 80,000.00+ commission per month, with a potential for up to R2.4m in non-lapsable vesting bonuses over 2 years.

Responsibilities
  • Source and meet potential clients to analyze their financial needs.
  • Design personalized strategies and recommend solutions to help clients meet their financial objectives.
  • Conduct risk analysis and respond to clients' changing needs and circumstances.
  • Provide expert financial advice, retirement planning, estate planning, and tax planning.
  • Offer investment opportunities across a broad spectrum of regulated products.
  • Monitor financial market trends to ensure effective planning and identify necessary updates.
Requirements
  • Relevant tertiary qualifications and financial planning certifications preferred.
  • 2+ years of industry experience in sales, finance, financial planning, or wealth management.
  • Customer-centric mindset with strong communication and sales skills.
  • Fluent in English and Afrikaans.
  • Entrepreneurial mindset with exceptional interpersonal skills.
  • Established network of clients and ability to prospect for new business.
  • Valid Driver's License
  • Own Reliable Car
  • Clear Criminal Record
  • Clear Credit Record (if not 'clear' – proof of payment plan in place)
Benefits
  • Up to R2.4m in non-lapsable vesting bonuses over 2 years.
  • Unearth Capital from your existing client base through basic production and referrals.
  • Referral commission with ZERO effort– this is fixed – not potential. Double your annuity income with ZERO effort through in-house referrals to your current clients, ringfencing them to a full range of independent medical aid, gap cover, and short-term, and employee benefit solutions.
  • 100% - 115% commission.
  • Referral commission with ZERO effort– this is fixed – not potential.
  • 30% ongoing on short-term, medical aid, gap cover, and employee benefits referrals
  • 50% on all independent life business (long-term insurance)
  • 30% once-off on personal tax submissions
  • Excellent performance-linked earning potential.
  • Best-in-class training and support from financial experts with a collective CEO team of 5, awesome supportive culture, and flat structure, with no egos
  • Opportunity to attain official financial planning qualifications.
  • Utilize established support tools and services of an international business.
  • ZERO Desking fees fully equipped back office with 100% admin Full support structure including admin support, paraplanners, office amenities, and specialist resources.

We are committed to providing our clients with the best possible service and support. If you are a motivated and experienced Financial Planner or Career Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.

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