Investment Consultant

7 days ago


Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time

Business Overview:

Micah Govender Developments is dedicated to providing a wide array of financial solutions tailored for clients across various market segments, including entry-level, middle-income, affluent, and self-employed individuals in South Africa. Our goal is to support long-term wealth accumulation, asset protection, and specialized financing requirements.

We are seeking seasoned life and investment financial advisors to operate from our offices.

What We Offer:

  • Fully equipped office space and comprehensive infrastructure for financial advisors
  • Complete administrative support services, including new business processing, client service, and retention strategies
  • Telecommunication services, including internet, email, phone, voice recording, secure data storage, and full Microsoft suite access
  • Business coaching and client advisory support
  • Practice management assistance
  • Training programs covering both technical and interpersonal skills
  • Effective lead generation systems and training
  • Succession planning support
  • Equity unlocking assistance from advisor practices

Core Responsibilities:

  • Build and maintain long-term client relationships
  • Conduct financial planning for clients
  • Identify client needs and propose appropriate financial solutions
  • Deliver exceptional service and maintain regular client communication

Qualifications:

  1. Matric or NQF4 equivalent certification (Essential)
  2. Tertiary Certificate and/or Degree (Essential)
  3. Financial qualification and/or RE5 accreditation (Beneficial)
  4. Valid driver’s license and own vehicle (Essential)
  5. Proven sales experience and skills (Essential)
  6. Minimum of 1 year experience in the financial sector (Beneficial)
  7. Recent commission statements from the last 6 months (Beneficial)

Compensation and Benefits:

  1. Variety of Sanlam advisor contracts available
  2. Commission structure ranging from 90% to 100% (Sales can yield commissions between R10,000 and R15,000 subject to terms and conditions)
  3. Vesting bonuses for the initial two years
  4. Performance bonus (13th cheque) provided in December
  5. Support for technology equipment purchases
  6. Membership in Pension Funds and Group Life Schemes
  7. Initial and ongoing training through Sanlam's Academy
  8. Assistance with obtaining industry-related qualifications
  9. Access to mobile healthcare professionals for client medicals
  10. Support from Sales Consultants for client projects, database management, product advice, etc.
  11. Access to product specialists in risk, savings, investments, private wealth, and loyalty programs
  12. Compliance and marketing support
  13. Access to legal advisors
  14. Financial planning tools
  15. Allowances and salaries available for advisors (subject to terms and conditions)


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